The Gensler Group

Specialties

The Gensler Group is a boutique financial planning and investment management firm serving successful individuals, families and business owners. We are located in the beautiful seaside Coronado Island community right across the bay from downtown San Diego. Established in 1995, we are a dedicated team of professionals committed to providing clients with independent, unbiased comprehensive wealth management and financial planning advice. We strive to help you make your dreams become a reality, while allowing you to devote more time and attention to what truly matters in life. You can sleep better at night knowing that your financial house is in order.

History

Established in 1995.

Dan Gensler is the founder and President of The Gensler Group, which he began in 1995. The Gensler Group is Coronado’s boutique financial planning and investment firm serving individuals, families and business owners alike. Dan’s ability to combine compassion with financial expertise has been the foundation of his success. He co-​authored Essential Truths about Investing, a Guide for Managing your Life Savings.

Meet the Business Owner

Daniel G.

Business Owner

Dan Gensler holds the Certified Financial Planner® distinction. He has a Bachelors degree in Business Administration and a Masters degree in Financial Planning with an emphasis in Wealth Management. He holds FINRA Series 7, 63, 24 and 65 securities registrations through LPL Financial and is a licensed agent for life, disability, and long-​term care insurance.

Dan is past president of the Rotary Club of Coronado and is active with Rotary on a local and global scale. He is currently the Chairman of the Sharp Coronado Hospital Foundation and a board member for Sharp Coronado Hospital. He Chairs the finance council at Sacred Heart Catholic Church and is Chair of the Investment Subcommittee for the Coronado Yacht Club. Dan is passionate about helping the needy and poor and continues to be involved in fundraising and outreach trips to Missionvale, South Africa.

Dan and his wife of 24 years, Chris, and dog, Cooper, live in Coronado, California.