Accounting Firm

JM Financial Strategies

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

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TrustList summary

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

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

Categories & features

Rankings

JM Financial Strategies is ranked on 2 TrustList rankings: #3 on 1 and #18 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. JM Financial Strategies has no reviews yet and 2 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#3of 25
San diego
It is one of 4 here listing insurance and one of 5 here listing goals.
Its profile: “JM Financial Strategies is an independent financial firm in the San Diego area, working with local people since 1960.”
Of the 25 here, 31 also cover tax and 25 also cover accounting; 12 also work in California and 3 also work in Los Angeles.
Behind Leaf & Cole, LLP, ahead of A & S Consultants, Inc..
#18of 197
California
It is one of 4 here listing insurance and one of 12 here listing goals.
Of the top 89 here, 12 also cover goals and 11 also cover legal; 8 also work in Southern California and 3 also work in United States.
Behind Fenster and Fenster CPA’s, ahead of Hess Income Tax.