Dan Gensler, Founder and President of Coronado, California-based wealth management and financial planning firm, the Gensler Group, was named to the 2020 edition of the Financial Times (FT) 400 Top Financial Advisers. The annual list recognizes top financial advisers from across the United States.
Gensler has been serving local families and business owners since 1987 by providing comprehensive financial planning throughout all stages of the financial life cycle, including building, preserving and managing wealth.
“I am honored to be recognized among the best advisors in the country and I feel blessed to have a profession that still gives me tremendous joy after three decades,” said Gensler.
Financial advisers from across the brokerage industry applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the list.
The Gensler Group is proud to provide trusted, tailored advice to its clients. If you have questions about your finances, retirement plan, investment strategies, estate planning or portfolio allocation, please call us for a complimentary consultation at 619-554-1300 or visit us at our office at 120 C Avenue, Suite 170 in Coronado. www.GenslerGroup.com.