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James J. Puplava, CFP®, CTS™, CES™, AIF®, CIS™, CFS™, CAS™, CSS™, FPWM™

James J. Puplava, CFP®, CTS™, CES™, AIF®, CIS™, CFS™, CAS™, CSS™, FPWM™

President, Founder

Financial Sense® Advisors, Inc.
President

Financial Sense® Securities, Inc.
President
Registered Representative

Financial Sense & Financial Sense Newshour
Author & Host

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For 12 years, I served as a branch manager for LPL Financial Services, LLC. Since 1985, I have been the president of Financial Sense® Advisors, Inc. (FSA). In 1996, I established Financial Sense® Securities, Inc., a broker/dealer firm, and I am currently its president. Additionally, I oversee the portfolio management team at Financial Sense® Wealth Management and Financial Sense® Securities, Inc.

I graduated cum-laude in political science from Arizona State University and earned a master’s degree in international management from the American Graduate School of International Management (Thunderbird). In 2007 and 2009, I was honored to be nominated by my clients and professional peers as one of the best wealth managers in the San Diego area.

My professional credentials include being a Certified Financial Planner, Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Annuity Specialist, Accredited Investment Fiduciary, Certified Social Security Specialist, Financial Planning & Wealth Management Professional, and holding FINRA Series 7, Series 24, Series 65 licenses, as well as Life, Disability, and Variable Insurance licenses (California insurance license #0685257).