Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Planning Consultants

Financial Sense Wealth Management
BBB Accredited BusinessA+Rated by BBB
Visit Website(858) 487-3939Email BusinessWrite a Review

About

Overview

Financial Sense Wealth Management

10920 Via Frontera, Ste 500

San Diego, CA 92127

BBB Accreditation & Rating

Financial Sense Wealth Management is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

This business offers financial planning services, registered investment advisory services and investor education.

BBB Accredited Since: 9/28/2000

Years in Business: 41

Products and Services

PFS Group is a family of three companies—Puplava Financial Services, Inc. (Registered Investment Advisor), Puplava Securities, Inc. (broker/dealer, member FINRA/SIPC), and Financial Sense® (investor education)—each sharing the same goal: to provide exceptional asset management and educational resources that help investors build, maintain and preserve their wealth.

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
2/10/2000
Business Started:
3/1/1985
Business Incorporated:
8/22/1995
Type of Entity:
Corporation
Alternate Names:
Financial Sense Advisors Inc
Financial Sense Securities Inc
Business Management:
Mr. James Joseph Puplava, President
Ms. Mary B Puplava, Treasurer
Ms. Mary Puplava, Administrator
Ms. Lisa Helm, CEO

Additional Contact Information

Principal Contacts
Mr. James Joseph Puplava, President
Customer Contacts
Ms. Lisa Helm, CEO
Fax numbers
Primary Fax: (858) 487-3969
Additional Phone Numbers
Other Phone: (888) 486-3939
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/fina...
financialsense.com/

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Risk Management

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.