Financial Sense® Wealth Management
Financial Services • 
San Diego, California, United States • 11-20 Employees
Company overview
| Headquarters | 10809 Thornmint Rd, Fl 2, San Diego, CA 92127, US |
| Phone number | +18884863939 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Wealth Management, Annuities, Life Insurance, Portfolio Management, Financial Planning, Estate Planning And Wealth Transfer, Executive Comp Planning, Macro Economic View, Retirement Plannning, Tax Strategies And Planning |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Key Contact at Financial Sense® Wealth Management
Lisa Helm
Chief Executive Officer
Financial Sense® Wealth Management Email Formats
Financial Sense® Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@puplava.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@puplava.com | 100% |
About Financial Sense® Wealth Management
We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs. At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for retirement, executive compensation, and business owners. We also produce market commentary through articles and podcasts, covering everything from financial planning, economic analysis and market insights; because we believe an educated investor is a wise investor. Are you an investment advisor or broker who feels out of sync with your current broker/dealer or RIA? Do you wish you could offer your clients a full variety of investments like bullion and coins, foreign currency/stock, but still offer the basics like stocks, bonds, mutual funds, ETFs, insurance, and annuities? Do you want access to some of the best independent investment research available? If you're an investment advisor or broker looking for a place you and your clients can feel more at home, consider Financial Sense® Wealth Management. We offer the personal service and feel of a small, boutique office, with the back office functionality of a large wirehouse. We'll help you transition your book of business, and offer you the tools to manage it effectively and keep it growing. Visit http://www.financialsense.com
Financial Sense® Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Sense® Wealth Management has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Financial Sense® Wealth Management has never raised funding before.
Financial Sense® Wealth Management Tech Stack
Discover the technologies and tools that power Financial Sense® Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Spain
Italy
Denmark
Frequently asked questions
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