Financial Sense® Wealth Management strives to provide the highest level of investment advice available

Firm History

For more than two-and-a-half decades, James J. Puplava, President, and Founder has directed Financial Sense® Wealth Management toward one paramount goal: to provide the highest level of sound investment advice available.

In 1985 Jim Puplava left a successful career at a large money management firm to establish his own investment/money management firm, Financial Sense® Advisors, Inc. (FSA), a registered investment advisor. His plan was to offer a more personal approach to providing investment strategies to his clientele.

A big believer that "the educated investor is a wise investor," Jim Puplava pioneered financial seminars in the early '80s in San Diego County. In 1985 Jim debuted Financial Sense® Talkradio (now broadcasting as the Financial Sense® Newshour podcast) in San Diego, taking calls from listeners wanting advice about how to handle their financial challenges. A decade later, he brought his writing and his radio show to a worldwide audience through our free educational website, FinancialSense.com in 1997.

In 1996, believing that his brokerage clients deserved a wider range of investment opportunities as well as better trade execution and service, Jim founded Financial Sense® Securities, Inc. (FSS), member FINRA/SIPC, an independent broker/dealer offering full brokerage services through our clearing firm National Financial Services LLC., a Fidelity Investments Company.


INVEST WITH US

If you are interested in opening an account, please complete our Request Information inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


Two companies sharing the same vision
We are committed to helping you build, maintain, and preserve your wealth