Cris Sheridan's Contact Details

Cris Sheridan's Company Details

Financial Sense Wealth Management

, California, United States • 11 - 50 Employees
Financial Services

We have over 30 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense Wealth Management, we are fiduciaries, which means we act in our client's best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs.At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for retirement, executive compensation, and business owners.We also produce market commentary through articles and podcasts, covering everything from financial planning, economic analysis and market insights; because we believe an educated investor is a wise investor. Are you an investment advisor or broker who feels out of sync with your current broker/dealer or RIA? Do you wish you could offer your clients a full variety of investments like bullion and coins, foreign currency/stock, but still offer the basics like stocks, bonds, mutual funds, ETFs, insurance, and annuities? Do you want access to some of the best independent investment research available?If you're an investment advisor or broker looking for a place you and your clients can feel more at home, consider Financial Sense® Wealth Management. We offer the personal service and feel of a small, boutique office, with the back office functionality of a large wirehouse. We'll help you transition your book of business, and offer you the tools to manage it effectively and keep it growing.Visit http://www.financialsense.com