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.
Dan has instructed the CERTIFIED FINANCIAL PLANNER™ curriculum and is a well-known figure in his community. He has earned recognition as a Five Star Best in Client Satisfaction Wealth Manager since 2007, as seen in San Diego magazine*. He has also been recognized as one of the top 100 advisors in the US by Registered Rep magazine, and has been a featured advisor in Wealth Manager Magazine**. Dan has been recognized as a Barron’s top advisor since 2009. As an experienced and highly regarded wealth manager, he has been quoted in several publications, including USA Today, Business Week, the San Diego Union Tribune, and the Coronado Eagle & Journal.
Dan holds 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 continues to be 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 and often visit daughters Lauren (in New York) and Brooke (at University of Notre Dame). In his free time, Dan enjoys water and snow skiing, spending time with his family, playing drums, and pursuing humanitarian efforts.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction.
**Registered Rep Magazine award is based on an average of all respondents and may not be representative of any one client’s experience.
***Barron’s Top Advisor awards are based on assets managed revenue and quality of practice.
Fill out our form below to receive more information on how we can help you diversify your portfolio and simplify your assets.