Jan Gleisner

Greater San Diego Area, California United States

Jan Gleisner is the President at Carmel Valley Insurance Agency, Inc.

Finance / Banking / Insurance

Jan Gleisner is a seasoned financial services professional with over 16 years of industry experience. He currently serves as President of Carmel Valley Insurance Agency, Inc., an independent insurance agency that he founded. The company specializes in retirement planning, life insurance planning, estate planning, and executive benefit planning for professionals and small business owners. Jan Gleisner and his team are able to be more flexible in their approach with clients, allowing them to customize their allocation strategies on a client-to-client basis. Because the solutions are geared towards creating financial independence, Jan's clients can see a more successful path to retirement...