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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

CFP®, CEPA®

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

Joey Davies

Associate Financial Advisor

Coronado, CA

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Frank Haney

Tax Advisor

Plymouth, MN

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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

Empowering Women to Take Charge of Their Finances

Originally published here by Kiplinger. Whether it's due to longevity, divorce, or other lifestyle choices, nearly 80% of women will become solely responsible for their finances at some point in time.
Britta Ferguson CFP®, CEPA®

Blog

Preserving the Stretch IRA for Heirs

Originally published here by Kiplinger.
Brandon Mather CFP®, CEPA®

Blog

Get Ready for Your Tax Appointment: A Preparation Guide

Filing taxes isn’t the highlight of most people’s year. It can feel overwhelming and potentially get quite expensive if you go in without a game plan. That’s why it’s important to prepare for your tax appointment in advance. Just like your financial plan helps keep your personal finances in order, some tax appointment planning can help you get your personal and business documents in order—making it easier to file your 2023 taxes.
Britta Ferguson CFP®, CEPA®

Blog

Tax Planning With Your Financial Advisor

Chances are you rely on your financial advisor to help with financial planning, retirement planning, and investment management. However, not everyone realizes that a properly qualified financial advisor can help with tax planning, too. Because financial advisors possess a deep understanding of your overall financial situation, they can tailor tax strategies that align with your specific goals. Financial advisors with tax planning experience can:
Brandon Mather CFP®, CEPA®

Blog

6 Ways to Bridge the Wage Gap Between Men & Women When Retirement Planning

Equal pay for men and women has been the law since 1963. Yet, well into the next century, women with similar education, skills, and experience are still paid less than their male counterparts. So, what is the wage gap between men and women?
Britta Ferguson CFP®, CEPA®

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

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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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.