DAN GENSLER RECOGNIZED AS TOP WEALTH ADVISOR BY FORBES

Dan Gensler, Founder and President of Coronado’s investment management and financial planning firm, The Gensler Group, was recognized by Forbes as one of the Best-In-State Wealth Advisors for the fourth year in a row.

According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention*.

“I congratulate Dan Gensler on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients’ needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Dan Gensler and we thank him for the work he does to enrich the financial lives of his clients.”

Dan Gensler has been serving successful families and business owners since 1987. Through objective, sound financial advice, Dan helps clients build dreams, preserve the present and protect the future.

“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 34 years,” says Dan.

If you have questions regarding Financial Planning, Wealth Management, or need help hitting your retirement goal, reach out to us at (619)554-1300 or make an appointment on our website at www.genslergroup.com

Dan Gensler is a registered principal with LPL Financial. LPL is the nation's largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients' financial lives.

The Gensler Group, LLC, is a registered investment advisor with the SEC.

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