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JM Financial Strategies

Independent financial planning and investment firm serving clients in the San Diego area

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About JM Financial Strategies

JM Financial Strategies is an independent financial firm in the San Diego area, working with local people since 1960. It focuses on long-term goals and treats investing as a personal matter rather than only a numbers exercise. The principals are Terence Tunnell, a CFP and CPA, and Tina Huston, a CFP and enrolled agent.

Products and services

  • Financial planning: setting and maintaining long-term financial goals with each client.
  • Investment management: portfolios tailored to the individual after detailed questions about the client.
  • Portfolio monitoring: ongoing checks on performance, with changes as circumstances shift.
  • Client resources: account access, market information and educational material online.

Who it serves

The firm serves individual investors in and around San Diego.

Key facts

  • Based in: San Diego area, California
  • Serving since: 1960
  • Credentials: CFP, CPA and enrolled agent qualifications held by the principals
  • Recognition: Five Star Wealth Manager award in several years, 2014 to 2023

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-10. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1960 (66 years) evidence sent

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