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San Diego Five Star award winner

PROFESSIONAL PROFILE

Tina G. Huston, CFP, EA

Financial Advisor
JM Financial Strategies
4550 Kearny Villa Rd Ste 201
San Diego, CA 92123
Office: 858-569-4010
thuston@jmfinancialstrategies.com
www.jmfinancialstrategies.com

Professional Approach

Tina has 25+ years' experience helping clients achieve their retirement dreams.  While her main focus is retirement planning, she also has extensive knowledge in tax, estate and investment planning. Her approach focuses on the individual's needs, recognizing that each person is different and ensuring every client receives the retirement solution they deserve.

JM Financial Strategies was founded in 1960 as a full-service financial consulting firm.  Our mission is to provide strategies that help guide our clients towards retirement, generate the income needed in retirement, and reduce their financial anxiety so they can enjoy the people and activities that are important in their lives.

Over the decades, JM Financial Strategies has earned a reputation for excellent customer service and trustworthy advice.  We pride ourselves on providing wealth management strategies that include growing, managing, preserving and transferring assets.

Securities and Advisory Services Offered Through Commonwealth Financial Network, Member FINRA/SIPC (www.FINRA.org/www.SIPC.org), A Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AR,AZ,CA,CO,FL,HI,ID,IL,IN,KS,MI,NC,NJ,NM,NV,OH,OR,PA,SC,TX,VA,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  CA Insurance Lic. 0784235.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,885 San Diego area wealth managers were considered for the award; 224 (12 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,498 considered, 228 winners; 2017: 1,349 considered, 349 winners; 2016: 1,337 considered, 349 winners; 2015: 1,639 considered, 350 winners; 2014: 1,838 considered, 368 winners; 2013: 1,675 considered, 417 winners; 2012: 1,014 considered, 284 winners.
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