The Gensler Group - Fee-based investment advisory and financial planning services, Coronado, San Diego CA.

<body> The Gensler Group, Coronado,CA<p> At The Gensler Group, we offer comprehensive, life-centered Financial Planning as well as ongoing Investment Management. Financial “Life” Planning, A comprehensive, life-centered financial plan can move you closer to your most important goals. Life planning is the process of melding money with meaning, which enables people to live richer, fuller lives - personally, professionally, financially and spiritually. The Gensler Group process focuses on discovery of your true goals from the outset and then sweeps aside the money excuses that cause so many well-intentioned traditional financial plans to fail. We find that our process helps people to overcome any obstacles they may have and to truly find the freedom and self-expression they've always hoped to enjoy. In addition, it helps forge a bond of trust between client and advisor, resulting in a far richer relationship for all.. Quite simply, life planning is financial planning done right! Our process begins with an initial life planning conversation, during which we use a series of unique questions and methodologies to explore the key issues that impact your happiness, well-being and financial security. This helps us develop a purpose-driven financial plan that not only fulfills your financial goals, but provides greater insight on how you can live a more meaningful and focused life. Our goal is not only to inspire you but to light your way. Working together, we can make your vision a reality. Once we fully understand your vision, we can begin to craft a comprehensive financial plan which will become the cornerstone for your financial success. We collect detailed information on your investments, other assets, liabilities, insurance policies and estate planning documents. Investment Management, With regard to our investment philosophy, we believe in efficient markets. Some investment managers practice “active investment,” trying to time – and beat – the market. While this may seem like a reasonable, proactive approach, too often it results in costly mistakes. At The Gensler Group, our investment strategy is based on a low-cost “passive” investing approach, that is based on exhaustive financial research and science. Rather than trying to “beat the market”, we take advantage of the way markets naturally behave. We are able to define profitable asset classes, diversify investments across those asset classes and strategically rebalance client portfolios as necessary. Our Chief Investment Officer has extensive experience in developing and analyzing our asset allocation models in light of current and future economic trends. Through a special combination of financial “life” planning and professional investment management, this accomplished team can help you realize your most important lifetime goals. Founded in 1995, The Gensler Group is a thriving financial planning and wealth advisory firm serving the San Diego, Calfornia region. Our clients are enriched by this 13 person team. Daniel G. Gensler, MS, CFP®, RLP®,President, Dan Gensler, Karen Baszak, Mark McNary, Mike Privett, Michael Privett, Alan Sweeten, Lon LeBlanc, Dan O'Sullivan Daniel G. Gensler entered the financial planning industry in 1984 with a vision of providing comprehensive financial planning to improve the lives of his clients. Dan’s ability to combine compassion with financial expertise has been the foundation of his success ever since. In 1995, Dan founded The Gensler Group, a thriving financial planning and wealth advisory firm. With 13 people now on the team, The Gensler Group has over $250 million in assets under management. Dan has extensive experience advising individuals, families and corporations alike. He has instructed the Certified Financial Planner curriculum and is a well-known figure in his community. He earned recognition as a "Five Star Best in Client Satisfaction Wealth Manager" for 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’s financial updates and consumer education talk show resonate throughout the community on San Diego’s KSDS radio. As an experienced and highly regarded wealth manager, he has been quoted in several publications, including USA Today, BusinessWeek, the San Diego Union Tribune, and the Coronado Eagle. Dan holds a Bachelors degree in Business Administration and a Masters degree in Financial Planning with an emphasis in Wealth Management. He earned his Registered Life Planner® credential after rigorous training at the Kinder Institute of Life Planning. He holds Series 7, 63, 24 and 65 licenses through LPL Financial. He is a licensed agent for life, disability, and long-term care insurance. Dan has a proven track record of delivering sophisticated financial solutions designed to nurture the core life objectives of his clients. “My greatest reward is helping clients fulfill their dreams and live their best life,” Dan says. Dan and his wife of 19 years, Chris, along with their two daughters and dog, Cooper, live in Coronado, California. In his free time, Dan enjoys water and snow skiing, spending time with his family, playing drums, and pursuing humanitarian efforts. 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