Jim Puplava

Jim Puplava

Formal First Name
James (Jim)
1950 - present

James Puplava is the President and Founder of Financial Sense Securities and Financial Sense® Wealth Management, an investment management and money management firm that offers asset management, consulting, and financial planning services. Jim oversees the portfolio management team for both firms. Jim is an investment analyst, financial planner and financial podcast host that contributes to various publications. His experience in financial media began in 1988, with his hosting of Financial Sense Talk Radio on various stations in San Diego. Today, he continues to write his weekly Financial Sense Newshour broadcasts and writes thought-provoking commentary for Financial Sense online, and participates in the portfolio management team at Financial Sense Wealth Management. Jim has been interviewed by The Wall Street Journal, Barron’s, ABC News: Nightline, The Wall Street Transcript, The Huffington Post and for the documentary film The End of the Road: How Money Became Worthless, among other publications and media sources.

Professional Experience

Academic History

  • Jim Puplava is President, CEO & Chief Investment Strategist of Financial Sense Wealth Management and President & CEO of Financial Sense Securities.

  • Jim is the author and host of Financial Sense & Financial Sense Newshour, having business experience as a TV financial reporter and financial writer.

  • Prior to launching his companies, Jim was a Branch Manager for LPL Financial Services for 12 years.

  • In 2007 and 2009 Jim was nominated by his clients and professional peers as one of the San Diego area’s best wealth managers.

  • He is a Member of the Board of Directors for Kimber Resources, a gold-silver exploration and development company.

  • He earned a BA from Arizona State University and an MA from the American Graduate School of International Management (Thunderbird).

Jim Puplava's Achievements

  • Leading Wealth Managers of Southern California 2009, Goldline Research

  • Five Star Wealth Manager 2008, San Diego Magazine

  • America's Top 10 Financial Representatives 1992, Registered Representative

Jim Puplava's Licenses & Certifications

  • Certified Social Security and Medicare Specialist, Institute of Business & Finance

  • Certified Annuity Specialist, Institute of Business & Finance

  • Accredited Investment Fiduciary, Fi360

  • Certified Fund Specialist,  Institute of Business & Finance

  • Certified Estate and Trust Specialist,  Institute of Business & Finance

  • Certified Income Specialist, Institute of Business & Finance

  • Certified Tax Specialist, Institute of Business & Finance

  • Certified Financial Planner, CFP Board

  • Insurance Agent, California Department of Insurance

  • FINRA Registered Representative

  • FINRA Series 24

  • FINRA Series 7