In The News



The Power Report, August 2009 
J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study ranks LPL Financial as #1 in the Financial Advisor Satisfaction Index.  Read more. 
 
 
                                   
Financial Planning, October 2008
Dan Gensler was quoted by industry journalist Marie Swift in The Big Ask. The article explores ways that financial advisors serve their clients and build strong, trust-based relationships. Read more.
 

Investor's Alley, Feature Article, October 13, 2008
In "Wall Street Meltdown and You", Mark McNary, Chief Investment Officer, The Gensler Group, explores how Wall Street has squandered that most precious, if ephemeral, of treasures, namely trust, and put investors in a full-fledged panic. He explains how today's turbulent times can teach investors a valuable lesson: you are unlikely to predict future economic downturns, but you can and should plan for them. Read the article now.


Coronado Silver Pages, Coronado Eagle, January 2008
In Life Happens, Better Make a Plan, Dan Gensler describes the benefits of life planning and explains the Kinder Institute's EVOKETM model which the Gensler Group uses as part of the financial planning process. Read the article.


Wealth Manager magazine, March 2008
Dan Gensler, president of The Gensler Group  was profiled by veteran journalist Marie Swift in this professional journal for financial advisors. Read the article.


San Diego magazine, December 2007
In a 2007 independent survey of consumers to find the best wealth managers in San Diego, Karen Baszak, Dan Gensler, Greg Stafford, and Alan Sweeten were all named Five Star Wealth Managers, Best in Client Satisfaction. Read the article now.


The San Diego Union-Tribune, September 2004
“Money Makeover” sponsored by The San Diego Union-Tribune and the San Diego Chapter of the Financial Planning Association featured Dan Gensler helping local couple Janet and Jerry Miller. In exchange for sharing their story in the Union-Tribune, the Millers received a comprehensive financial plan at no charge. Read the article now.


BusinessWeek, December 30, 2002
Dan Gensler’s article, Creating a Family Legacy of Giving, appeared in this business magazine. In it, Dan discussed the significant income and estate tax benefits of charitable giving. Read the article now.



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