General Investing >> Money Manager Interviews >> November 2, 2009
James J. Puplava has been President and CEO of Puplava Financial Services, Inc. (PFS) since 1985. For 12 years, he held a position as Branch Manager for LPL Financial Services, LLC. In 1996, he incorporated the broker/dealer firm, Puplava Securities, Inc. (PSI) and is its President. His business experience includes contributing as a financial writer to various publications and acting as a TV business editor. In 1988, he began hosting Financial Sense¨ Talkradio on various radio stations in San Diego. Today, he oversees the portfolio management team at Puplava Financial Services, Inc., and Puplava Securities, Inc. He continues his weekly Financial Sense Newshour broadcasts and writes thought-provoking commentary for Financial Sense online. Among his many awards and achievements, this year he was nominated by his clients and professional peers as one of the San Diego area's best wealth managers. His professional designations include Certified Financial Planner; FINRA Series 7 and Series 24; and Life, Disability and Variable Insurance licenses. He also serves on the Board of Directors for Kimber Resources, Inc. of Vancouver, British Columbia,Canada. He 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). Profile
TWST: When we talked last year, it was right before the credit crunch and falling markets. Perhaps we could start by discussing the last 12 months and how events impacted your investing.