Client Focused.Results Driven.Fiduciary Duty.
At Hafnia Financial, our sole aim is client satisfaction, guided by an unwavering fiduciary commitment to act with integrity, transparency, and dedication to securing your financial future.
Helping You Achieve More
With a focus on clarity and actionable results, we turn complicated financial challenges into straightforward steps, giving you the confidence to pursue your goals. Whether planning for the future, optimizing investments, or managing risk, we are committed to helping you achieve financial success.
Secure your family's future with thoughtful estate planning.
A disciplined, research-driven approach that incorporates active risk management.
Hafnia Financial, Inc. — Advisory Services for owners managing both business and personal wealth.
A personalized retirement strategy suited to your goals, timeline, and circumstances.
We coordinate the investment side of your financial life with the guidance your tax professional provides — keeping each decision in the right hands.
A personalized, comprehensive financial plan built around your specific goals, circumstances, and priorities.
Why Choose Hafnia Financial?
Our commitment to excellence and fiduciary duty sets us apart. We're dedicated to building long-term relationships based on trust, transparency, and results.
Decades of expertise in financial planning and wealth management
Trusted by families across San Diego and Southern California
Legally obligated to act in your best interest at all times
California-registered investment adviser committed to transparency
A Structured Approach to Your Financial Goals
Discovery
Understand your goals, values, and current situation.
Strategy
Craft a personalized financial plan informed by research.
Implementation
Monitor progress, adjust strategies, and guide ongoing decisions.
Meet the Team
The People Behind Hafnia Financial
Jan Gleisner
President & Investment Adviser Representative
Jan is the President of Hafnia Financial, Inc. and an Investment Adviser Representative focused on investment research, portfolio strategy, and client planning.
Email: jan@hafniafin.com
Phone: (858) 750-6206
Hafnia Financial, Inc. does not provide legal or tax advice. Clients should consult their attorney or tax professional regarding estate planning and tax matters.
Sean Gelt
Chief Compliance Officer & Investment Adviser Representative
Sean is the Chief Compliance Officer of Hafnia Financial, Inc., focused on strengthening the firm's processes, regulatory procedures, and operational systems within a strong culture of compliance.
Email: sean@hafniafin.com
Phone: (858) 750-6206
*Professional designations are granted by private organizations, not by securities regulators. The CES designation does not imply specialized licensure in legal or tax matters. Hafnia Financial, Inc. does not provide legal or tax advice. Clients should consult their attorney or tax professional regarding estate planning and tax matters.
Our Fiduciary Commitment
Hafnia Financial, Inc. is a registered investment adviser with the California Department of Financial Protection and Innovation (DFPI). As a fiduciary, we are legally obligated to act in your best interest in connection with the investment advisory services we provide - putting your needs above our own and disclosing any conflicts of interest that may affect our recommendations.
Our investment advisory fees are transparent and fully disclosed in our Form ADV Part 2A, which we provide to every client and prospective client. We do not receive undisclosed compensation for investment recommendations made through our advisory services.
Please note that Jan Gleisner, President of Hafnia Financial, Inc., is separately licensed as an independent insurance agent and may receive commissions on insurance products - such as fixed indexed annuities - recommended in that separate capacity. This arrangement is fully disclosed in our Form ADV and does not affect the objectivity of investment advice provided through Hafnia Financial, Inc. Insurance products and services offered through Jan Gleisner are not supervised by Hafnia Financial, Inc.
We believe that transparency about how we are compensated is fundamental to the trust you place in us. We encourage every client and prospective client to read our Form ADV Part 2A in full before engaging our services.
Frequently Asked Questions
Find answers to common questions about our services and approach to financial planning.
As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. This means we must put your financial goals ahead of our own, provide transparent advice, disclose any potential conflicts of interest, and recommend strategies that truly benefit you. Unlike non-fiduciary advisors, we cannot recommend products simply because they pay us higher commissions.
We work with clients across various asset levels, but typically our comprehensive wealth management services are best suited for individuals or families with investable assets of $500,000 or more. However, we encourage anyone interested in our services to schedule a discovery session to discuss your specific situation.
Our investment advisory fees are transparent and fully disclosed in our Form ADV Part 2A, which we provide to every client and prospective client. We do not receive undisclosed compensation for investment recommendations made through our advisory services. Fees are typically based on a percentage of assets under management, which aligns our interests with yours—as your portfolio grows, we succeed together. Please note that Jan Gleisner, President of Hafnia Financial, Inc., is separately licensed as an independent insurance agent and may receive commissions on insurance products recommended in that separate capacity. Insurance products and services offered through Jan Gleisner are not supervised by Hafnia Financial, Inc.
We provide comprehensive financial planning including retirement planning, tax-aware investment coordination with your CPA, estate planning coordination with your attorney, risk management, education funding, charitable giving approaches, and more. Our holistic approach ensures all aspects of your financial life work together toward your goals.
We believe in maintaining close relationships with our clients. Typically, we conduct formal portfolio reviews quarterly and comprehensive financial plan reviews annually. However, we are always available for additional meetings when life changes occur or you have questions—your financial well-being is our priority.
Yes. Your assets are held by independent, third-party custodians (such as Charles Schwab or Fidelity), not by Hafnia Financial. This means your investments are protected by SIPC insurance and the custodian's own protections. We never take custody of your funds—we simply manage them on your behalf with your authorization.
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Hafnia Financial, Inc. is a California registered investment adviser located in San Diego, California. Registration does not imply a certain level of skill or training. Hafnia Financial, Inc. only transacts business in states where it is properly registered or exempt from registration. This website is for general informational purposes only and does not constitute personalized investment, legal, or tax advice, or an offer to sell or a solicitation of an offer to buy any securities or insurance product in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful. Insurance products, including fixed indexed annuities, are offered separately through Jan Gleisner in his separate capacity as a licensed insurance agent (CA Lic. #0D77385; AL 3004063397; AZ #7458868; MI #1344582; MO #413192; NC #7458868; NV #984996; OR #7458868; VA #1481204), and are not offered through Hafnia Financial, Inc. Fixed indexed annuities are not securities and are not insured by the FDIC or any federal government agency. Guarantees are backed solely by the claims-paying ability of the issuing insurance company. Form ADV Part 2A is available upon request and through the Investment Adviser Public Disclosure website. Nothing on this website should be construed as tax, legal, or accounting advice. Please consult your own qualified professionals before making financial decisions.
Hafnia Financial, Inc. is a California-registered investment adviser. We respect your privacy and do not sell or share personal information. Information submitted through this website is used solely for informational and advisory purposes, subject to our full Privacy Policy. Investment advisory services are offered by written agreement only.