Financial Sense® Wealth Management Management Team
Contact top employees from
Financial Sense® Wealth Management
Summary
Financial Sense® Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Diego, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Financial Sense® Wealth Management varies between 5.0M and 25M. To connect with Financial Sense® Wealth Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
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
DMA Code
San Diego County
Founded
1985
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Financial Sense® Wealth Management
Organization Website
Social Links
Phone Number
(888) 486-3939
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | - | 25 - 100 | 20.2M | $0 | |
| 2009 | Partnership | 1-10 | - | $- | |
| 2018 | Privately Held | 10-50 | - | $- | |
| 2015 | - | 10-50 | - | $- | |
| - | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Financial Sense® Wealth Management shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years29% for 5–7 years19% for 8–10 years29% have over 11 years of service at Financial Sense® Wealth ManagementContact top employees from
Financial Sense® Wealth Management
Cris Sheridan
Host of FS Insider podcast
Logan Randolph
Operations Manager
Xavier Stonehouse
Research Analyst & Trader
Alison McMurry
Receptionist & Administrative Assistant
Aaron Herrscher
Wealth Advisor
Elliott Ettore
Research Analyst
James Puplava
President
Nicholas Kile
Financial Services Associate
Similar Companies
FAQ
Financial Sense® Wealth Management operates in the Financial Services industries. More details can be found on the official website: financialsensewealth.com.
The headquarters of Financial Sense® Wealth Management are located in San Diego, United States.
You can contact Financial Sense® Wealth Management by phone at (888) 486-3939.
Financial Sense® Wealth Management currently employs 10-50 people.
Financial Sense® Wealth Management's revenue is approximately 11M.
Well-known competitors of Financial Sense® Wealth Management include Monte Financial Group, LLC, Equinox Financial Partners, No Street Capital and Walker Capital.
