Jim Puplava
NationalityAmerican
Alma materArizona State University
Occupation(s)Stock broker, investment adviser,financial planner, podcaster, author.[1]
EmployerFinancial Sense Wealth Management[2]
WebsiteFinancialSense.com

James Joseph Puplava (born 1950[3]) is an investment analyst, financial planner and financial podcast host born in Gary, Indiana.[4] He is the founder and president of Financial Sense Wealth Management. He is also chief author and host for the Financial Sense Newshour. His companies manage $500 million for more than 825 clients.[5]

Background

Puplava was raised in Arizona by Czechoslovakian immigrant parents.[6] He grew up in a family of 10 children.[4]

Puplava graduated cum laude in History and Economics from Arizona State University. He then went on to graduate summa cum laude with a Master's Degree in Finance and Accounting from the American Graduate School of International Management (Thunderbird).

Puplava is a Certified Financial Planner, Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Annuity Specialist, Accredited Investment Fiduciary, Certified Social Security Specialist, Financial Planning & Wealth Management Professional, Series 7, Series 24, and Series 65 with the Financial Industry Regulatory Authority (FINRA);[7] and Life, Disability and Variable Insurance licenses. Puplava has been president of Financial Sense Wealth Management since 1985. For twelve years, he held a position as Branch Manager for LPL Financial Services, LLC. In 1996, he incorporated the broker/dealer firm, Financial Sense® Securities, Inc. (PSI) and is its president.[8]

He has worked as a financial writer to various publications and acted as a TV business editor.[8] In 1988, Puplava began hosting Financial Sense Talk radio on various radio stations in San Diego. He oversees the portfolio management team at Financial Sense Wealth Management and Financial Sense® Securities.[8] He now hosts weekly podcasts and writes commentary for 'financialsense.com'.[9]

Career

Silver 1000oz bar, recommended by Puplava as an inflation hedge

Puplava provides financial education with his Financial Sense Newshour [10] podcast. He clearly seconds the views of the Austrian School of economics and sees an inflationary outcome of current fiscal and financial policies. Still his interview platform Financial Sense Newshour provides a space for guests seconding and opposing his opinion. Puplava currently advocates investment in dividend-paying stocks. He warns about the negative effects of financial repression on future bond prices and advocates laddered bond portfolios vs. bond funds. He sees precious metals like gold or silver as an insurance protection against a possible inflationary development or even a crash of the fiat money system. His news show provides not only a platform for well-known experts seconding his opinion, but he also airs opposing views.

Peak oil

Puplava is an expert on the theory of peak oil and its consequences for the financial landscape, and was a speaker at the ASPO conference in 2008.[11] He has interviewed several peak oil proponents on his radio program, including Richard Heinberg,[12] Matt Simmons,[13] Jim Kunstler,[14] Robert L. Hirsch and Oxford University's Oliver Inderwildi.[15]

TV roles and appearances

In 1991, Puplava was hired to anchor the nightly segment Business Today for KUSI TV.[16] He appeared on ABC News's Nightline program on November 8, 2007, in a segment called "Sign of the Times" with John Donovan.

Financial Sense Wealth Management

Originally Puplava Financial Services, known today as Financial Sense Wealth Management, began as an investment and money management firm. What started off as a small financial planning service in 1985 has since grown to a full team of portfolio managers and client service managers with the benefit of a broker-dealer arm to service other advisors and representatives, with financial planning at the core of what they do each day.[5] Two of Jim's three sons work with him in a professional capacity. His oldest son, Ryan Puplava, is the CEO of Financial Sense Wealth Management and his second-oldest son, Chris Puplava, is the Chief Investment Officer of Financial Sense Wealth Management.[2]

Kimber Resources proxy battle

Kimber Resources is a Canadian-based company listed on the Toronto Stock Exchange and the American Stock Exchange and is engaged in the development and exploration of mineral properties in Mexico, of which the most advanced project is the Monterde gold/silver property.[17] Puplava was elected to Kimber's Board of Directors in May 2004. In September 2006, a press release issued by Kimber Resources reported a disagreement. Puplava, by then a director and significant shareholder, stated his intention to start a proxy battle with the objective of replacing a majority of the Board of Directors and current management.[17] Late October 2006, Puplava agreed to withdraw his threat for a proxy battle when the board of directors agreed to changes in the management team. [18]

Personal life

Puplava and his wife Mary, who also acted as his office manager and webmaster from 1990 to 2018,[19] live in Poway, near San Diego, California,[20] near their three sons.[21] Puplava is a history buff, an avid reader and loves sailing. Puplava has also appeared as a guest speaker for Koinonia House[22] conferences.

Achievements

  • 2009 — Selected by Goldline Research, as published in Forbes, as one of the leading wealth managers of Southern California for 2009[23]
  • 2008 — Received a "Five Star Wealth Manager" award after being nominated as one of the San Diego area's best wealth managers, as based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. (As published in the February 2008 issue of San Diego Magazine.)[24]
  • 1992 — Puplava was honored as one of America's top ten financial representatives by Registered Representative magazine.

References

  1. ↑ "James J. Puplava, CFP®, CTS™, CIS, CES, CFS, AIF®". Financial Sense.
  2. 1 2 "Our Team". Financial Sense. 16 January 2018. Retrieved 2 March 2021.
  3. ↑ "PFS Group - Frequently Asked Questions". www.puplava.com/PFS Group. Archived from the original on 2009-08-24. Retrieved 2009-08-06.
  4. 1 2 "The BIG Picture Transcript Sept 2007". Jim Puplava. Archived from the original on 2010-01-16. Retrieved 2009-08-03.
  5. 1 2 "Our Story". Financial Sense. 29 August 2019. Retrieved 2 March 2021.
  6. ↑ "The BIG Picture Transcript Feb 9 2008". Jim Puplava. Archived from the original on 2010-01-06. Retrieved 2009-08-03.
  7. ↑ "PFS Group - Management Team". www.financialsense.com. Retrieved 2013-01-03.
  8. 1 2 3 "James J. Puplava, CFP - Market Observations Archives for Financial Sense". www.financialsense.com. Archived from the original on 2009-02-18. Retrieved 2009-03-02.
  9. ↑ "James J. Puplava, CFP®, CTS™, CIS, CES, CFS, AIF®'s Contributions". Financial Sense. Retrieved 2 March 2021.
  10. ↑ "Financial Sense Newshour". Retrieved 2013-01-03.
  11. ↑ "2008 ASPO-USA World Oil Conference - Confirmed Speakers". www.aspo-usa.org. Retrieved 2009-03-23.
  12. ↑ "Financial Sense Newshour's Ask The Expert: Richard Heinberg 09.22.2007". www.financialsense.com. Archived from the original on 2009-08-19. Retrieved 2009-04-27.
  13. ↑ "FSO Transcription - "The Canaries Have Stopped Singing" by Matthew Simmons 18 August 2007". www.financialsense.com. Archived from the original on 25 August 2009. Retrieved 2009-04-27.
  14. ↑ "Financial Sense Newshour's Ask The Expert ~ James Howard Kunstler, 10.01.2005". www.financialsense.com. Archived from the original on 2009-02-20. Retrieved 2009-04-27.
  15. ↑ "Peak Oil: Energy 'Pearl Harbor' or Collapse?". www.financialsense.com. Archived from the original on 6 September 2010. Retrieved 2 March 2021.
  16. ↑ "Los Angeles Times PEOPLE". Los Angeles Times. 1991-06-04. Retrieved 2009-03-23.
  17. 1 2 "Resource Investor - Collision Course for Kimber Resources". www.resourceinvestor.com. Archived from the original on 2007-06-18. Retrieved 2009-03-02.
  18. ↑ "Kimber Resources and James J. Puplava announce proxy contest settlement". www.finanznachrichten.de. Retrieved 2013-01-03.
  19. ↑ "PFS Group - Financial Sense". www.puplava.com/PFS Group. Retrieved 2009-08-06.
  20. ↑ "Interviews - Jim Puplava - Goldline International". www.goldline.com. Archived from the original on July 20, 2008. Retrieved 2009-03-02.
  21. ↑ "Market Observation - Jim Puplava". www.financialsense.com. Archived from the original on 2010-01-06. Retrieved 2009-08-06.
  22. ↑ "Koinonia House". www.khouse.org. Retrieved 2009-08-06.
  23. ↑ "2009 Leading Providers Wealth Managers of Southern California". Forbes. July 2009. Retrieved 2009-08-03.
  24. ↑ "PFS Group - In the News". www.puplava.com/PFS Group. Archived from the original on 2009-03-26. Retrieved 2009-08-06.
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