Financial Sense Advisors — Contact Email, Phone & Team

Overview

Financial Sense Advisors is a San Diego-based private investment firm specializing in comprehensive financial planning and investment management services for high-net-worth individuals and institutions. The firm offers a range of services, including asset management, pension consulting, research analysis, investment strategies, and brokerage services. Their investment approach is disciplined and value-oriented, complemented by a forward-looking macro perspective, aiming to achieve attractive, risk-adjusted returns for clients. The firm's strategy involves a comprehensive financial plan as the foundation, ensuring clients' objectives are met. They serve clients as lifelong advisors, providing effective and thoughtful solutions ranging from investments to education, retirement, and wealth planning. Financial Sense Advisors emphasizes personalized client service, aiming to foster long-term financial security and effectively navigate life's transitions. With over 35 years of experience, Financial Sense Advisors has built a reputation for its commitment to client education and market commentary. They produce articles and podcasts covering financial planning, economic analysis, and market insights, believing that an educated investor is a wise investor. This dedication to client education and personalized service has established them as a trusted partner in the financial advisory industry.

Investment Focus

High-net-worth individuals
Institutional clients
Accredited investors

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartCoca-ColaIntelPepsiCoHome DepotMcDonald'sMerck

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Frequently asked questions about Financial Sense Advisors

What sectors does Financial Sense Advisors invest in?

Financial Sense Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Financial Sense Advisors is listed as a private investment firm in the ConnectSafely investor database.