Wealth Enhancement is pleased to announce that Dan Gensler, a financial advisor in the San Diego area, has been named a recipient of the 2023 Five Star Wealth Manager award.*

Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with San Diego Magazine to honor these professionals and recognize their achievements.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement said, “It’s an honor to acknowledge Dan Gensler of our Coronado office as a 2023 Five Star Wealth Manager award winner. This latest recognition is one of many over the course of Dan’s career and I believe it demonstrates the commitment he and his team bring to cultivating long-term rewarding relationships with their clients.”

2023 San Diego Five Star Wealth Manager award recipient:

•  Dan Gensler, seven-year winner (2013, 2015, 2017, 2020-2023)

About the Research Process

Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include industry credentials, experience and assets under management, number of households served, among other factors. While 2,125 award candidates in the San Diego area were considered for the Five Star Wealth Manager award, only 10% of the award candidates were named 2023 Five Star Wealth Managers.

This award was issued on December 1, 2022 by Five Star Professional for the time period of March 21, 2022 through September 16, 2022. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.

About Wealth Enhancement 

Wealth Enhancement is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement serves clients nationwide. Wealth Enhancement specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.

Contact information: 
Marianne Gebhardt, Sr Marketing Communications Manager 
mgebhardt@wealthenhancement.com  

*Awarded 12/01/22 for the period of 3/21/22 - 9/16/22. Awarded 12/01/21 for the period of 4/12/21 - 12/01/21. Awarded 12/01/20 for the period of 3/30/20 - 12/01/20. Awarded 12/01/19 for the period of 3/01/19 - 12/01/19. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/14 for the period of 6/02/14 - 10/23/14. Awarded 12/01/12 for the period of 6/02/12 - 10/23/12.