Karen Baszak

Further information about Karen Baszak:

A CERTIFIED FINANCIAL PLANNER(TM), Karen also holds series 24, 7, 63, and 65 registrations. She is a licensed agent for life, disability, and long-term care insurance, and holds a CLU(R) designation (Chartered Life Underwriter(TM)) from the American College in Bryn Mawr, PA.

Karen received recognition as a Five Star Best in Client Satisfaction Wealth Manager for 2007, as seen in San Diego magazine.

Karen Baszak is an investment professional with over 20 years of experience in the financial services field. As one of the firm's Financial Planners, she helps guide the firm's vision and values, with client satisfaction and their financial well-being as her top priority. Karen is committed to providing clients with unbiased, comprehensive, and holistic solutions to their financial planning needs.

Prior to joining the firm, Karen served as the Senior Vice President for a local Wealth Management firm where she was responsible for portfolio management, client relationship management, financial planning, strategic planning, and management of the firm's operations. Prior to that role she was a Regional Manager for Bank of the West, supervising eight investment representatives; she was responsible for sales, staff development, marketing, administration and compliance for investment services. She has also worked as Senior Vice President for Community First National Bank where she was responsible for all aspects related to management and operations of investment services.

A San Diego resident for over 30 years, Karen lives in Point Loma and has been married to her husband David since 1990. In her free time, she enjoys travel, reading, music, and spending time with friends and family.

Compensation and Fee Structures:

Fee only.

Licenses, Certifications & Affiliations:

* Certified Financial Planner(TM) College for Financial Planning, 2003
* Chartered Life Underwriter(TM) American College, 2008
* Series 24, 7, 65, 63 registrations
* CA Insurance License #OD19274
* CA Partnership for Long-term Care certified
* San Diego magazine, 5 Star Advisor Best in Client Satisfaction Wealth Manager, 2007

Education:

Not specified

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Further information about Pure Financial Advisors:

(Size of firm: 0-9 advisors)

The Pure Financial Advisors Difference:
When we set out to design a financial services company that would inspire trust, we began by examining and addressing the common causes for distrust. Then, with guidance from respected academics and recognized industry professionals, we created a company that is, to the best of our knowledge, remarkably different from any other. Here's why:

Advisor Compensation - Your Pure Financial Advisors personal financial planner is a salaried employee who is never compensated by the sale of financial products or asset management fees.

Credentialed & Competent - Pure Financial Advisors is a Registered Investment Advisor. Your Pure Financial Planner must have the CERTIFIED FINANCIAL PLANNER(TM) Practitioner credential CFP(R), the Accredited Investment Fiduciary credential (AIF(R)) and a minimum of five years of financial industry experience.

Fiduciary Responsibility - By definition, a fiduciary is legally obligated to act in your best interest and avoid conflicts of interest. We put our fiduciary responsibility to you in writing.

Comprehensive Plans - All fully implemented packages combine financial planning, tax preparation, estate planning and trust preparation, as subject to contract limitations.

Lifetime Relevance - Your financial plan stays current and relevant throughout your lifetime because it is a dynamic plan that is monitored and updated regularly.

Simple, Well-Organized, Accessible - Your financial planner simplifies and organizes your accounts and documents, which you can access 24/7 on your personalized, encrypted website included with your implementation package.

Full Disclosure - All compensation and every penny of revenue generated on your account from any source are provided to you in a written quarterly report.

Genuine Value - The price you pay is based on the financial plan and implementation package you select. If any revenue is received as a result of implementing your financial plan, up to 100% of your implementation package cost may be offset with credits.

No Minimum Net Worth Required - You don't need to be a multi-millionaire to benefit from our financial services. Pure Financial Advisors was specifically designed to provide high quality services to people not considered high net worth.