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.
Hafnia Financial
Our sole aim is client satisfaction, guided by our unwavering commitment as fiduciaries to our clients.
Hafnia Financial
Our sole aim is client satisfaction, guided by our unwavering commitment as fiduciaries to our clients.
SCHEDULE A DISCOVERY SESSION
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.
Having your affairs in order is important during your lifetime as well as when you pass away.
We look for sectors that are trending better than others, we look at
analyst opinions.
We help business owners to manage their business and personal tax planning for financial control.
Invest or allocate your money wisely, so you get more out of them in retirement.
Investments, insurance, and various accounts can provide positive tax benefits for our clients.
Easily consolidate your finances in the Hafnia Financial portal for a complete financial plan.
Helping You Achieve More
Strategies to Grow Your Wealth
Having your affairs in order is important during your lifetime as well as when you pass away.
We look for sectors that are trending better than others, we look at analyst opinions.
We help business owners to manage their business and personal tax planning for financial control.
Invest or allocate your money wisely, so you get more out of them in retirement.
Investments, insurance, and various accounts can provide positive tax benefits for our clients.
Easily consolidate your finances in the Hafnia Financial portal for a complete financial plan.
Our Research-Driven Process
A Structured Approach to Your Financial Goals
At Hafnia Financial, we take a structured, research-driven approach to help you achieve your financial goals. By combining careful analysis with personalized guidance, we create strategies that are tailored to your unique situation and designed to evolve as your needs change.
Discover
Understand your goals, values, and current situation.
Design
Craft a personalized financial plan informed by research.
Steward
Monitor progress, adjust strategies, and guide ongoing decisions.
MEET THE 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.
MEET THE 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.
