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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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Newsroom

The EveryGirl: Britta Ferguson Featured in “I Asked Experts How to Improve My Credit Score—The Are the 10 Things Everyone Should Do"

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by The EveryGirl in “I Asked Experts How to Improve My Credit Score—The Are the 10 Things Everyone Should Do.” 
Britta Ferguson CFP®, CEPA®

Newsroom

GOBankingRates: Britta Ferguson Featured in “Income Inequality is Rising Quickly: 8 Ways to Stay on Track Financially if You Make an Average Salary”

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Income Inequality is Rising Quickly: 8 Ways to Stay on Track Financially if You Make an Averag
Britta Ferguson CFP®, CEPA®

Newsroom

GOBankingRates: Britta Ferguson Featured in “6 Ways It’s Easier to Get Rich Now Than It Was 100 Years ago”

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “6 Ways It’s Easier to Get Rich Now Than It Was 100 Years ago.” 
Britta Ferguson CFP®, CEPA®

Newsroom

Dan Gensler Named to Forbes Best-In-State Wealth Advisors Ranking

 Dan Gensler CFP®, Senior Vice President, Financial Advisor, of Wealth Enhancement Group’s Coronado, CA office, has been recognized in the 2023 Best-In-State Wealth Advisors. ranking by Forbes. 
Dan Gensler CFP®

Team locations

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

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.