Bryan B. Ross, CFP®, JD, AIF®
Certified Financial Planner at Pure Financial Advisors, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Experience
-
Pure Financial Advisors, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner
-
May 2015 - Present
Bryan is a Certified Financial Planner™ at Pure Financial Advisors, Inc., a fee-only Registered Investment Advisor (RIA) providing retirement planning services and tax-optimized investment management. Founded in 2007, Pure Financial currently serves over 1,200 clients and manages over $1.5 billion in assets (2016). Bryan is also an attorney and is licensed to practice law in the state of California. The firm’s rapid growth has been recognized by Financial Advisor Magazine, Investment News, and Financial Times, naming Pure Financial as one of the fastest-growing RIAs in the nation for multiple years. In 2014, Pure Financial was ranked as the 32nd largest RIA firm in California by Investment News and 182nd out of over 15,000 RIA firms in the nation by Financial Advisor Magazine. Pure Financial currently serves San Diego, Orange County and Los Angeles and is ongoing regional expansion over the next several years. Show less
-
-
Certified Financial Planner
-
May 2015 - Present
-
-
-
Rauch, Detisch, Steinke, APLC
-
Greater San Diego Area
-
Associate
-
Jan 2015 - May 2015
Worked on general litigation cases, including HOA, trust and estates, property, and ADA compliance matters. Worked on general litigation cases, including HOA, trust and estates, property, and ADA compliance matters.
-
-
-
Financial Relief Law Center
-
Law Practice
-
1 - 100 Employee
-
Law Clerk
-
Sep 2013 - Nov 2013
• Performed legal research and drafted office memoranda. • Drafted opposition motions, claim objections, lien strip motions and fee applications to be filed in court. • Performed legal research and drafted office memoranda. • Drafted opposition motions, claim objections, lien strip motions and fee applications to be filed in court.
-
-
-
U.S. Department of Health and Human Services (HHS)
-
United States
-
Government Administration
-
700 & Above Employee
-
Legal Extern
-
Jan 2013 - May 2013
• Drafted Decision and Notice of Decision Memoranda for Medicare appeals claims. • Researched and applied Medicare law and the Code of Federal Regulations to support drafted. • Observed administrative law hearings. • Drafted Decision and Notice of Decision Memoranda for Medicare appeals claims. • Researched and applied Medicare law and the Code of Federal Regulations to support drafted. • Observed administrative law hearings.
-
-
-
U.S. Bankruptcy Courts
-
Administration of Justice
-
300 - 400 Employee
-
Judicial Extern to the Honorable Judge Erithe A. Smith
-
Aug 2012 - Dec 2012
• Completed bench memoranda on various pleadings before the Court, including: motions to approve settlement agreements under FRBP 9019; motions to approve the sale and lease of estate property under 11 U.S.C. §363; and motions to approve distribution of sale proceeds. • Researched bankruptcy issues and observed hearings. • Completed bench memoranda on various pleadings before the Court, including: motions to approve settlement agreements under FRBP 9019; motions to approve the sale and lease of estate property under 11 U.S.C. §363; and motions to approve distribution of sale proceeds. • Researched bankruptcy issues and observed hearings.
-
-
-
Brown White & Osborn LLP
-
United States
-
Law Practice
-
1 - 100 Employee
-
Law Clerk
-
Nov 2008 - Nov 2009
• Assisted attorneys with trial and case preparation dealing with white-collar criminal cases • Arranged electronic and paper documents into online database • Sat in on client interviews • Engaged in discovery investigations, assisted attorneys in compiling evidence and organized it for use during trial • Performed file room maintenance of pleading, discovery, and correspondence documents • Assisted attorneys with trial and case preparation dealing with white-collar criminal cases • Arranged electronic and paper documents into online database • Sat in on client interviews • Engaged in discovery investigations, assisted attorneys in compiling evidence and organized it for use during trial • Performed file room maintenance of pleading, discovery, and correspondence documents
-
-
Education
-
Chapman University, School of Law
Juris Doctor (J.D.), Law -
University of California, San Diego
Bachelor's Degree, Political Science and History -
Loyola High School