Experience

Pure Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • Apr 2022 - Present

  San Diego, California, United States



Our Little Blue Box

• Founder

  • Oct 2005 - Present

  Cardiff-by-the-sea, Ca What is the most important skill? I suggest it is empathetic Listening. Respectfully communication by learning how to listen actively and consciously while taking turns to talk - is what Our Little Blue Box is all about. Yes, it actually is a little blue box containing suggested tools and techniques to self-facilitate family, business or group meetings. Once a year, Our Little Blue Box presents the "Listening Award" to someone in the community, who, through their actions, is… Show more What is the most important skill? I suggest it is empathetic Listening. Respectfully communication by learning how to listen actively and consciously while taking turns to talk - is what Our Little Blue Box is all about. Yes, it actually is a little blue box containing suggested tools and techniques to self-facilitate family, business or group meetings. Once a year, Our Little Blue Box presents the "Listening Award" to someone in the community, who, through their actions, is making a difference by promoting the essential skill of listening. Please let us know if you or someone you know would be a worthy recipient of the "Listening Award". Show less



HK Financial, Inc.

• Financial Life Planner

  • Jan 1999 - Apr 2022

  Cardiff By The Sea, California HK Financial, Inc., a financial planning and investment advisory firm was formed in 1999. We believe that people want to live a rich, rewarding and meaningful life. Our process is to guide you on your journey and help you navigate life's twists and turns. Our guiding message to our clients: > Envision your Life and Legacy. > Align and Live your Vision. > We’re here to help. We believe in a holistic and team approach to helping our clients achieve… Show more HK Financial, Inc., a financial planning and investment advisory firm was formed in 1999. We believe that people want to live a rich, rewarding and meaningful life. Our process is to guide you on your journey and help you navigate life's twists and turns. Our guiding message to our clients: > Envision your Life and Legacy. > Align and Live your Vision. > We’re here to help. We believe in a holistic and team approach to helping our clients achieve their goals by working closely with of valued advisers. HK Financial: - is a financial life planning and investment management firm, registered with the California Department of Financial Protection and Innovation as a Registered Investment Adviser - offers wealth management and investment advisory services as a fiduciary on a fee-only basis. Charles Schwab Institutional and TD Ameritrade are the two discount brokerage firms that most of the clients of HK Financial have selected to custody their accounts. Hillel is a Certified Financial Planner in good standing since 1992. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jan 1990 - Jan 1994

  La Jolla, CA Mercury Award recipient in my rookie year.