As the president of Hafnia Financial, Inc., he spearheads 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.

Specializing in investment allocation and risk management, he provides counsel to individuals, families, and closely held businesses, predominantly managing assets within personal retirement accounts. His commitment to community involvement is evident through his past roles, including serving on the board of the City Ballet of San Diego, where he initiated their endowment program, and advising the Denmark-based international toy company Moover Toys during its initial capital acquisition phase.

Jan’s professional journey commenced at GE Financial, where he swiftly rose to become the top advisor in the San Diego region. Following GE Financial’s transition to Genworth Financial, he elevated his focus to wealth management and collaborated with independent broker-dealers for several years.

His academic credentials include a Master’s in Social Sciences with a concentration in Business & Communication, Summa Cum Laude equivalent, and a Bachelor’s degree in business from Roskilde University, Denmark.

Jan is duly licensed with a Series 65 investment license and California insurance license # 0D77385.