Advisor at Financial Sense Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Sense Advisors, Inc.
Location
San Diego, CA 92127
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Based on Financial Sense Advisors, Inc.
10920 Via Frontera, Suite 500
San Diego, CA 92127
California
Financial Sense Securities, Inc.
2026 - Present (1 year)
Financial Sense Advisors, Inc.
2026 - Present (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2026 (5 years)
Northwestern Mutual Life Insurance Company
2021 - 2026 (5 years)
CUSO Financial Service, LP
2017 - 2021 (4 years)
Sorrento Pacific Financial, LLC
2017 - 2021 (4 years)
Axa Advisors, Llc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Series 65
Carlsbad, CA
O'Reilly Wealth Advisors
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
Series 65
Poway, CA
Engineering Financial Independence, Inc.
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")