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San Diego, CA Office

Team
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Financial Sense Advisors, Inc. logo

Financial Sense Advisors, Inc.

Team

Firm-wide stats for Financial Sense Advisors, Inc.

Total advisors

8

Across 3 offices

Clients per advisor

74 High

Avg AUM per client

$1,382,174 High

HNW client ratio

32% Typical

About

Financial Sense Advisors, Inc. is a registered investment adviser serving individuals (including high-net-worth clients), retirement plans, trusts, and other entities, managing roughly $836 million for about 588 clients through a team of nine advisors. The firm provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting and participant account management, and advice on fee-based annuities and other investment vehicles.

The firm combines fundamental and technical analysis to implement client-directed investment objectives and offers strategies ranging from conservative fixed-income allocations to aggressive equity-focused portfolios; trading approaches include long- and short-term purchases, margin transactions, and option writing. FSA also provides retirement plan participant account management via a third‑party aggregation platform and delivers on-going reporting and periodic portfolio reviews.

What is distinctive about this advisor is its vertical integration: it operates a wholly owned broker‑dealer and licensed insurance agency, and several advisory personnel are registered representatives of that broker‑dealer, which executes PAM account trades and receives clearing and revenue-sharing arrangements. The firm’s use of derivatives and option-writing in managed accounts, its requirement that PAM accounts use the affiliated broker‑dealer, and the firm leadership’s substantial time spent in affiliated broker-dealer, insurance, and educational businesses are notable features relative to its peer group.

Based on Financial Sense Advisors, Inc.

Expertise

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Financial Sense Advisors, Inc.

Location

10920 Via Frontera, Suite 500

San Diego CA 92127

Advisors at this office

6

Advisors at this office

user avatar

James P

CFP®, Series 63

San Diego, CA

Financial Sense Advisors, Inc.

James Puplava is a CFP® with 44 years of experience in the financial services industry. He is the founder of Financial Sense Advisors, Inc. and has held prior roles at Puplava Securities, Inc. and Puplava Financial Services, Inc. Puplava is also involved in media through Financialsense.com, where he participates in podcasts and writes articles. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for individuals, retirement plans, trusts, and other entities. The firm employs a team of nine advisors and uses a combination of fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting tailored to client-directed investment objectives.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Ryan P

Series 63, Series 66

San Diego, CA

Financial Sense Advisors, Inc.

Ryan Puplava is a financial advisor with Financial Sense Advisors, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Financial Sense Advisors and its affiliated entities since 1996 and worked briefly at LPL Financial in 2016. Financial Sense Advisors, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $836 million for around 588 clients with a team of nine advisors. The firm combines fundamental and technical analysis to execute client-directed investment strategies across a range of risk profiles and offers retirement-plan consulting and participant account management.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Nicholas K

Series 66

San Diego, CA

Financial Sense Advisors, Inc.

Nicholas Kile is a financial advisor at Financial Sense Advisors, Inc. based in San Diego, CA, with two years of industry experience. He holds the Series 66 designation and previously worked at Outback Steakhouse for nine years before joining the financial industry. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting through a team of advisors employing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Brendan M

CFP®, Series 63, Series 65

San Diego, CA

Financial Sense Advisors, Inc.

Brendan Mc Murtrie is a Certified Financial Planner™ with 23 years of experience in the financial services industry. He is currently with Financial Sense Advisors, Inc. and Financial Sense Securities, Inc. and previously worked at Northwestern Mutual Investment Services and AXA Advisors. Financial Sense Advisors, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis across a range of investment strategies.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Crystal C

CFP®, Series 66

San Diego, CA

Financial Sense Advisors, Inc.

Crystal Colbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at Financial Sense Advisors, Inc. in San Diego, CA. Her career includes multiple roles at Financial Sense Securities, Inc. and Bfsg, LLC over the past several years. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for about 588 clients, including individuals, retirement plans, and trusts. The firm employs a combination of fundamental and technical analysis to pursue client-directed investment objectives, offering a range of strategies from conservative fixed-income to aggressive equity portfolios.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Ryan P

Series 63, Series 66, Series 65

San Diego, CA

Financial Sense Advisors, Inc.

Ryan Preiss is a financial advisor at Financial Sense Advisors, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at ThePARTNERS Wealth Management and Puplava Securities, Inc. In addition to his advisory role, he provides small business financial and operational consulting through Mission Consulting. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million for about 588 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing both fundamental and technical analysis to implement client-directed investment strategies.

Active portfolio management Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
View complete list of advisors at this office
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