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

Become A Client

When you decide to move forward with your Financial and Life Planning, we are ready to help you discover and explore key issues that impact your happiness, well-being, and financial security. Your commitment to this process will help us to structure a financial plan that will not only fulfill your financial goals, but will provide a supportive framework for living a more meaningful and rewarding life.

Prior to scheduling your complimentary consultation, we ask that you print and complete our preliminary questionnaire – and return it to us via fax or regular mail.

With this initial information, we will customize the meeting to address your personal goals, concerns and objectives. In addition to reviewing our financial life planning process, our investment philosophy and our fee structure, we will answer any questions you may have.

Our objective is to gain a deeper understanding of what you’re seeking in a relationship with The Gensler Group and to ensure that we have the ability not only to meet your expectations, but to exceed them. At the conclusion of the meeting, we want you to understand and be comfortable with who we are and what we do, so you can determine if we’re the right financial planning and wealth management firm for you and your family.

Note: The Gensler Group can work most effectively with those who have at least $500,000 in investable assets.

Contact Us to schedule an appointment.

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The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI,MO, MS, MT, NC, NE, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA, WI

Financial planning services provided by The Gensler Group, a Registered Investment Advisor. Securities and asset management services offered through LPL Financial. Member FINRA/SIPC.

©2010 The Gensler Group. All rights reserved.