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Gensler Team

120 C Ave STE 170

Coronado,

CA

92118

gensler-info@wealthenhancement.com

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Meet with us

About the Gensler Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Gensler team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Advisory Team

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Dan Gensler

CFP®

Senior Vice President, Financial Advisor

Coronado, CA

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Britta Ferguson

CEPA®, CFP®

Senior Vice President, Financial Advisor

Coronado, CA

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Brandon Mather

CFP®, CEPA®

Senior Vice President, Financial Advisor

Coronado, CA

Joey Davies

Associate Financial Advisor

Coronado, CA

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Lorie Perry

Operations Director

Coronado, CA

Client Service Team

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Tashia Twardy

Client Service Associate

Coronado, CA

Coralynn Pierce

Front Office Associate

Coronado, CA

Resources from our team

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Blog

Reducing Capital Gains Tax Through Efficient Tax Planning

As investors near and enter retirement, their risk tolerance tends to become more conservative. It’s easy to stay aggressive in the markets when you have an income covering your lifestyle. But once you no longer have that steady income stream to pay for your expenses, it’s time to start spending your savings and investments. This can be a scary thought, leading to the question, "Have I saved enough, or am I going to run out of money?”
Britta Ferguson CEPA®, CFP®

Newsroom

MarketWatch: Brandon Mather Featured in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey"

Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by MarketWatch in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey.”
Brandon Mather CFP®, CEPA®

Newsroom

Britta Ferguson Named Among InvestmentNews’ 2024 “Rising Stars”

Britta Ferguson, Senior Vice President and Financial Advisor of Wealth Enhancement, has been recognized in the 2024 “Rising Stars List of Best Wealth Managers & Advisors Under 40 in the USA
Britta Ferguson CEPA®, CFP®

Newsroom

Business Insider: Britta Ferguson Featured in “3 Ways You Can Save More Without Having to Make a Budget, Even as Inflation Picks Up”

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Business Insider in “3 Ways You Can Save More Without Having to Make a Budget, Even as Inflation Picks Up.” 
Britta Ferguson CEPA®, CFP®

Newsroom

U.S. News: Britta Ferguson Featured in “Is It Possible to Live on Social Security Alone in 2025?”

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled “Is It Possible to Live on Social Security Alone in 2025?” 
Britta Ferguson CEPA®, CFP®

Team locations

Coronado, CA
120 C Ave STE 170, Coronado, California, 92118
(619) 554-1300
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Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.