Jan Gleisner

Financial Advisor

Insurance Licensed


Jan Gleisner began his career with GE Financial where he was consistently the top producer for the San Diego region.  After GE Financial went public as Genworth Financial, he left to build a wealth management firm that he ran for several years while also affiliated with independent broker-dealers. With his international background and entrepreneurial spirit, he has brought an unconventional and personal approach to financial planning by mixing traditional investments with the little known, yet easy to own, solutions that the majority of fortune 1000 executives use for their executive benefit planning.

Mr. Gleisner also advises families on investment allocation and risk management.

He has previously served on the board of the City Ballet of San Diego, a 501(c)3 non-profit organization. Furthermore, he serves on the advisory board for the Denmark-based international toy company Moover Toys.

Mr. Gleisner holds a Master's in Social Sciences – Business & Communication, Summa Cum Laude, from Roskilde University, Denmark. In addition he also holds a Bachelor’s degree in Business, from Roskilde University, Denmark.

He holds the series: 63, 65 and Mr Gleisner's fixed insurance licenses are held by Carmel Valley Insurance - CA Lic #0D77385.

1299 Fourth Street
Suite 200
San Rafael, CA 94901


Phone: (415) 454-4184
Fax: (415) 454-4195