Financial Sense® Wealth Management — expertise you can trust

Our Team

At Financial Sense® Wealth Management, we have a small, but knowledgeable, group of multi-talented individuals who comprise our asset management team and support staff.

James J. Puplava, CFP - President & CCO, Financial Sense® Wealth Management

James J. Puplava, CFP®

Financial Sense® Advisors, Inc.
President
Financial Sense® Securities, Inc.
President
Registered Representative
Financial Sense® & Financial Sense® Newshour
Author & Host
BrokerCheck

Mr. Puplava is an asset manager and financial professional who has been interviewed by The Wall Street Journal, Barron's, ABC News: Nightline, The Wall Street Transcript, The Huffington Post, and the documentary film, "The End of the Road: How Money Became Worthless," among other publications and media sources. His experience in financial media began in 1988, with his hosting of Financial Sense® Talkradio on various radio stations in San Diego. Today, he continues his weekly Financial Sense® Newshour broadcasts and writes thought-provoking commentary for Financial Sense® online, and oversees the portfolio management team at Puplava Financial Services, Incorporated and Financial Sense® Securities, Inc.

Mr. Puplava graduated cum laude in Political Science from Arizona State University. He then went on to graduate with honors with a Master's Degree in International Management from the American Graduate School of International Management (Thunderbird). Among his many awards and achievements, in 2007 and 2009 Jim was nominated by his clients and professional peers as one of the San Diego area's best wealth managers.

Jim Puplava's professional designations include CERTIFIED FINANCIAL PLANNER™; FINRA Series 7 and Series 24; registrations held with Financial Sense® Securities, Inc. and Life-Only, Accident and Health, and Variable Contracts insurance licenses (California insurance license #0685257). Mr. Puplava has been President of Financial Sense® Advisors, Inc. (FSA) since 1985. For twelve years, James Puplava held a position as Branch Manager for LPL Financial Services, LLC. In 1996, Mr. Puplava established the broker/dealer firm, Financial Sense® Securities, Inc. (FSS) and is its President.

Jim and his wife, Mary, who lives in San Diego near their three sons and their grandchildren, are involved in a number of philanthropic enterprises through their charitable foundation. Jim loves historical documentaries, sailing his Hanse 385, and is an avid reader.

Ryan J. Puplava - Chief Executive Officer Financial Sense® Advisors, Inc., Senior Trading Manager, Options Principal, & Registered Representative Financial Sense® Securities, Inc.

Ryan J. Puplava, CMT

Financial Sense® Advisors, Inc.
Chief Executive Officer
Technical Analyst
Financial Sense® Securities, Inc.
Options and Muni Principal
Registered Representative
Financial Sense & Financial Sense Newshour
Columnist & Guest
BrokerCheck

Ryan joined Financial Sense® Wealth Management in 1995. He holds a B.S. in Business Administration/Finance from San Diego State University. His professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 4, Series 7, Series 53, and Series 66 Uniform Combined State Law Exam. He earned the Chartered Market Technician's designation in 2007. He also contributes Market Observations to Financial Sense® and is a frequent guest on Financial Sense® Newshour. Ryan enjoys sailing, cycling and playing musical instruments.

Christopher M. Puplava - Chief Investment Officer/Financial Sense® Advisors, Inc., Operations Specialist/Financial Sense® Securities, Inc. and Columnist/Financial Sense

Christopher M. Puplava

Financial Sense® Advisors, Inc.
Chief Investment Officer
Financial Sense® Securities, Inc.
Registered Representative
Financial Sense® & Financial Sense® Newshour
Columnist & Guest
BrokerCheck

Chris graduated magna cum laude with a B.S. in Biochemistry from California Polytechnic State University-San Luis Obispo. He joined Financial Sense® Wealth Management in 2005 and is currently pursuing the designation of Chartered Financial Analyst. His professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 7 and Series 66 Uniform Combined State Law Exam. He contributes articles and Market Observations to Financial Sense® and co-authors In the Know—a communication for Jim Puplava's clients only—with other members of the trading staff.

Alan Valenzuela - Financial Planner Manager/Financial Sense® Advisors, Inc., Registered Representative/Financial Sense® Securities, Inc.

Alan Valenzuela, CRCP™

Financial Sense® Advisors, Inc.
Chief Compliance Officer
Chief Financial Officer
Financial Sense® Securities, Inc.
Chief Compliance Officer
Chief Financial Officer
Registered Representative
BrokerCheck

Alan joined Financial Sense® Wealth Management in June 2017. He earned a Certified Regulatory Compliance Professional designation from Wharton Business School and holds a B.S. degree in Business Administration with an emphasis in Finance from California State University at Los Angeles. Alan has over twenty years of experience in the financial services industry, which includes 10 years as a Vice President of Compliance at LPL Financial and 6 years as Head of Advisory and Brokerage Compliance at ING/Financial Network. His professional registrations include FINRA Licenses Series 7, 24, 27, 63 and 65. Alan enjoys coaching his son’s soccer team, hiking and taking his dogs to the beach.

Becki K. Sutton - Portfolio Manager/Financial Sense® Advisors, Inc.

Becki K. Sutton, CFA

Financial Sense® Advisors, Inc.
Portfolio Manager
BrokerCheck - IAR

Becki joined Financial Sense® Advisors, Inc. in 2015. Her education includes an MBA from the University of San Diego and a B.S. in Business Administration Finance from San Diego State University. Becki earned the Chartered Financial Analyst designation in 2000. She has over twenty years of experience in the investment management industry, which includes 15 years as a Portfolio Manager with Brandes Investment Partners, Inc. Becki's role with Financial Sense® Advisors, Inc. is managing portfolios and serving our clients.

Paul Horn - Financial Planner Manager/Financial Sense® Advisors, Inc., Registered Representative/Financial Sense® Securities, Inc.

Paul D. Horn, CFP®, CPWA®, M.S.

Financial Sense® Advisors, Inc.
Financial Planner
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Paul joined Financial Sense® Wealth Management in 2015. He holds an M.S. Creighton University. Paul earned the CERTIFIED FINANCIAL PLANNER™ designation in 2013 and he achieved the designation of Certified Private Wealth Advisor (CPWA), administered by Investment Management Consulting Association (IMCA) in 2017. His professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 7, Series 66 Uniform Combined State Law Exam; and Life-Only, Accident and Health, and Variable Contracts insurance licenses (California insurance license #0E60881). Mr. Horn has over a decade of experience with financial planning and wealth management services. He oversees the Financial Planning activities of the firm. Paul enjoys golf, the outdoors and spending time with friends and family.

Ryan Preiss - Wealth Manager/Financial Sense® Advisors, Inc., Registered Representative/Financial Sense® Securities, Inc.

Ryan D. Preiss

Financial Sense® Advisors, Inc.
Wealth Manager
Financial Sense® Securities, Inc.
Registered Representative
BrokerCheck

Ryan joined Financial Sense® Wealth Management in 2016. He received his B.S. in Marketing at Northern Arizona University. Ryan’s role with Financial Sense® Advisors, Inc. is Wealth Manager. He earned the Chartered Retirement Planning Counselor designation in 2017. His professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 7, Series 6, Series 63, Series 65, and Life-Only, Accident and Health, and Variable Contracts insurance licenses (California insurance license #0L04864). Ryan enjoys the outdoors and making music.

Tom Hanson - Senior Operations Manager/Financial Sense® Advisors, Inc.

Tom Hanson

Financial Sense® Advisors, Inc.
Senior Operations Manager

Tom joined Financial Sense® Wealth Management in 2016. He received his B.A. in Public Administration with an emphasis in Economics from San Diego State University. Tom’s role with Financial Sense® Advisors, Inc. is Senior Operations Manager. Tom has spent years in the industry with executive experiences in corporate banking and brokerage operations. A San Diego resident for over 30 years, Tom is also a member of the Screen Actors Guild, enjoys all things outdoors: snowmobiling, hiking, trail running, sailing, and escaping to the mountains when he can.

Crystal Kessler - Administrative Assistant for Financial Sense® Advisors, Inc.

Crystal Kessler

Financial Sense® Advisors, Inc.
Administrative Assistant

Crystal joined Financial Sense® Wealth Management in 2016. She received her B.A. in Economics at California State University- San Marcos. Crystal’s role with Financial Sense® Advisors, Inc. is the Administrative Assistant. Crystal had previously worked as an Administrative Assistant for a local Escondido company. Her immediate goals include obtaining the FINRA Series 7 & Series 63 licenses. Crystal enjoys being outdoors and spending time with friends and family.

Cristofer D. Sheridan - Research Assistant/Financial Sense® Advisors, Inc. & Financial Sense® Securities, Inc.

Cristofer D. Sheridan

Financial Sense® Advisors, Inc.
Research Assistant
Financial Sense® & Financial Sense® Newshour
Webmaster, Senior Editor, & Co-Host of Financial Sense® Insider

Cris joined Financial Sense® Wealth Management in 2002. He holds a B.S. in Mathematics from California State University-San Marcos. Mr. Sheridan manages FinancialSense.com in addition to content curation and editing. He also began hosting many of the FS Insider interviews starting in April 2014 with a wide range of economic and market analysts.

Adam C. Puplava - Interactive Media Designer/Financial Sense® Advisors, Inc./Financial Sense

Adam C. Puplava

Financial Sense® Advisors, Inc.
Interactive Media Designer
Financial Sense®
Interactive Media Designer & Assistant of Financial Sense Insider

Adam joined Financial Sense® Wealth Management in 2006. He graduated with a degree in Interactive Media Design from The Art Institute of California-San Diego. Adam assists Cris with managing content and creating multimedia for Financial Sense® Wealth Management's Financial Sense® educational website. Adam has a great appreciation for San Diego's fine weather.

Josh Nunn - Financial Planning Assistant/Financial Sense® Advisors, Inc./Financial Sense

Josh Nunn

Financial Sense® Advisors, Inc.
Financial Planning Assistant
Financial Sense®
Contributor

Josh joined Financial Sense® Wealth Management in 2016. He is currently a student at San Diego Miramar College and plans to transfer to a prestigious university next year. His immediate goal is to obtain a B.S. in Business Administration with an emphasis in Finance. Joshua's role with Financial Sense® Advisors, Inc. is Financial Planning Assistant. Joshua is considering becoming a Certified Financial Planner and eventually a Wealth Manager. Josh enjoys music, skiing, discussing politics, studying economics, and spending time with friends and family.


Rob Bernard - Executive Vice President, Investment Advisor Representative/Financial Sense® Advisors, Inc.

Robert Bernard

Financial Sense® Advisors, Inc.
Executive Vice President, Investment Advisor Representative
Financial Sense® Securities, Inc.
Registered Representative
Financial Sense® Newshour
Guest
BrokerCheck

Rob joined Financial Sense® Wealth Management in 2011 as an independent broker. Rob holds a BS in Business Administration from San Diego State University, and his professional registrations held with Financial Sense® Securities, Inc. include FINRA Series 7, Series 31, and Series 63; and Life-Only (including long-term care), Accident and Health, and Variable Annuity insurance licenses (California insurance license #0A76248). Rob shares Jim Puplava's macro-perspective on the markets/economy and participates in weekly trading strategy meetings with Jim's staff. He is also an occasional guest on Jim Puplava's Financial Sense® Newshour educational podcast. A San Diego resident for more than 30 years, Rob, enjoys wakeboarding, scuba diving, off-road enthusiasm and is enough of a skiing buff that he takes occasional trips to where it snows. He and his wife Kathy have two daughters.

 


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