The Gensler Team

Serving the greater Coronado, CA, area.

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Contact

(619) 554-1300 gensler-info@wealthenhancement.com

Location

120 C Ave STE 170
Coronado, CA, 92118
(619) 554-1300
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A team behind every plan

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.

Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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2024

Five Star Wealth Manager (2024)

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)

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.

  1. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  2. Awarded 11/24/2025 for the ranking year 2025.
  3. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  4. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  5. 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.
  6. 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.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Planning for retirement

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

Investing with a plan-first mindset

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Preparing for the unexpected

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Managing my tax strategy

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Building my legacy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

Creating a financial plan

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan

Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Gensler Team

What we’re thinking about

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Coronado Wealth Planning Series

The Gensler Team

Get to Know the Gensler Team

Sep 4, 2026

Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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