Financial Sense Wealth Management

  • Financial Services
  • San Diego CA
  • 18 employees
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Headquarters
10809 Thornmint Rd Fl 2, San Diego CA
Website
financialsensewealth.com
Phone
(858) 487-3939
Employees
18
Founded in
1985
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52311 Companies
NAICS Code 52 Companies
NAICS Code 5231 Companies
NAICS Code 523110 Companies
SIC Code
SIC Code 62 Companies
SIC Code 6211 Companies
SIC Code 621 Companies
More Details

Financials & Stats

Revenue

$6B

More Financials

Who is Financial Sense Wealth Management

Financial Sense Wealth Management is a registered investment advisor and broker/dealer located in San Diego, California. The company employs 18 people and generates approximately $6 million in annual revenue. Financial Sense Wealth Management provides asset management and educational resources to investors, helping them build, maintain, and preserve their wealth. They offer comprehensive financial planning services for retirement, executive compensation, and business owners. In addition, the company produces market commentary through articles and podcasts covering financial planning, economic analysis, and market insights. Financial Sense Wealth Management distinguishes itself by acting as a fiduciary, meaning they prioritize their clients' best interests and provide individualized, independent advice. They also emphasize personalized service and a tailored experience for each client. Clients can contact Financial Sense Wealth Management through their website, http://www.financialsense.com.

Company Leadership

Ryan Puplava

Chief Executive Officer, Market Technician, and Portfolio Manager

Phone Email

Financial Sense Wealth Management Industry Tags

Wealth Management
Financial planning
Retirement Plannning
Estate Planning and Wealth Transfer
Annuities
Life Insurance
Tax Strategies and Planning
Executive Comp Planning
Risk Management
Portfolio Management
Macro Economic View
Financial Services
Financial Advisory Services
View All Industry Tags

Financial Sense Wealth Management Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Financial Sense Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Financial Sense Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Vantage Retirement Plans

 6M 21 Scottsdale, AZ 2004

Gm Consultants

 6M 19 Pembroke Pines, FL

Greywolf Execution Partners

 6M 3 New York City, NY 2008

bluewater financial advisors pty

 6M 4

Wealth DynamX

 6M 12 Tampa, FL 2014
View More Companies

FAQ

What is the location of Financial Sense Wealth Management's headquarters?
The headquarters of Financial Sense Wealth Management are situated at 10809 Thornmint Rd Fl 2, San Diego CA
What is Financial Sense Wealth Management's phone number?
Financial Sense Wealth Management's contact number is (858) 487-3939.
What is Financial Sense Wealth Management's official website?
The official website of Financial Sense Wealth Management can be found at financialsensewealth.com.
What is Financial Sense Wealth Management's current revenue?
As of September 2022, Financial Sense Wealth Management's annual revenue reached $6B.
How many employees does Financial Sense Wealth Management currently have?
Financial Sense Wealth Management employs approximately 18+ people as of September 2022
Which industries is Financial Sense Wealth Management primarily operating in?
Financial Sense Wealth Management operates in the following industries: Credit, Finance
Who is the Chief Executive Officer, Market Technician, and Portfolio Manager of Financial Sense Wealth Management?
Financial Sense Wealth Management's Chief Executive Officer, Market Technician, and Portfolio Manager is Ryan Puplava
What are Financial Sense Wealth Management's industry tags?
Financial Sense Wealth Management's industry tags include: Wealth Management, Financial planning, Retirement Plannning
When was Financial Sense Wealth Management founded?
Financial Sense Wealth Management was founded in 1985.

Employee Directory

Key Employees

James Puplava

President

Phone Email

Cris Sheridan

Host of FS Insider podcast

Phone Email

Lisa H.

Chief Operating Officer

Phone Email