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Dan Gensler

Senior Vice President, Financial Advisor

CFP®

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Dan’s Locations

120 C Ave STE 170
Coronado, CA 92118
(619) 554-1300
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About Dan

Daniel Gensler is a published author, family man and an active member of the community. Dan’s business career and his list of charitable activities in San Diego county are built on his ability to combine passion with financial skill. Dan joined Wealth Enhancement Group in 2021 through The Gensler Group acquisition. Since the establishment of The Gensler Group in 1995, as the president and founder, Dan has led a team to provide wealth management solutions and financial planning services to clients in San Diego County and across the nation. In his role at Wealth Enhancement Group, Dan’s leadership and experience are valuable traits for his clients and colleagues. He is also a Forbes Best-In-State Wealth Advisors (2022)* award winner and a Five Star Wealth Manager Award Recipient (2023-2024). Dan lives with his wife Chris in Coronado, California, and have two adult daughters Lauren and Brooke and a new granddaughter. In his free time, Dan enjoys water and snow skiing, spending time with his family, and doing humanitarian work.

*The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded 4/07/22 for the period of 6/30/20 - 6/30/21.

**Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 9/16/22. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.

Education

  • MSFS, University of Wisconsin-Milwaukee - The College for Financial Planning

Additional licenses and designations

  • Licensed Agent for Life, Disability and Long-Term Care Insurance
  • California Insurance License # 0744289

Awards & Recognition

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2024

Five Star Wealth Manager (2024)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.

2023

Forbes Best-In-State Wealth Advisors (2023)

Forbes

The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.

2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 9/16/22.

  1. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  2. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  3. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  4. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
  5. The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.
  6. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 9/16/22.

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