Jan Gleisner is a financial advisor at Hafnia Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including California Wealth Management and Hermes Econometrics. Jan is also licensed as an Independent Insurance Agent and sells insurance products. Hafnia Financial provides discretionary investment management and incidental financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite strategy with passive indices and ETFs for core exposure, supplemented by selective active managers for satellite positions, emphasizing global diversification and limited trading.

Sean Gelt is a financial advisor at Hafnia Financial, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Del Mar Credit for five years. Outside of advisory work, he operates Gelt Business Group/LDA Document Services, providing wills, estates, trusts, and marital mediation services. Hafnia Financial is a small registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary investment management and financial planning using a core-and-satellite asset allocation strategy with passive indices, ETFs, and selective active managers, emphasizing global diversification and limited trading.