Hafnia Financial
Our sole aim is client satisfaction, guided by our unwavering commitment as fiduciaries to our clients.
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Client Focused. Results Driven. Fiduciary Duty.
Hafnia Financial
Hafnia Financial, Inc. is an independent registered investment advisory firm, located in Del Mar, California.
We are privately owned and maintain no ties to publicly traded Wall Street firms.
Each and every day, we are here for our clients. When you choose to allow Hafnia Financial to serve you, expect to be treated like family. It is our honor to be entrusted with your hard-earned money.
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WHAT WE DO
Our comprehensive financial services help individuals and business owners discover their wealth’s true potential through effective strategies to simplify complex scenarios and achieve their goals.
Estate & Wealth Transfer
Having your affairs in order is important during your lifetime as well as you when you pass away.
Investment Philosophy
We look for sectors that are trending better than others, we look at analyst opinions, we research bonds vs bond funds.
Small Business Owner Planning
It can be challenging for a business owner to separate business and personal assets, do business and personal tax planning
Tax Planning vs Tax preparation
Investments, insurance solutions and different types of accounts can potentially have positive tax consequences for our clients.
Focused Financial Planning
Easily consolidate all your financials in your Hafnia Financial portal, so we can help you with a comprehensive financial plan.
Founder & CEO
Jan Gleisner
Jan is the president of Hafnia Financial, Inc. and spends most of his time spearheading research and trading operations. Leveraging his international background and entrepreneurial drive, he offers a diversified yet personalized approach to financial planning. His strategy blends conventional investments with lesser-known, easily accessible solutions akin to those favored by Fortune 500 executives for executive benefit planning.
