Advisor at Hafnia Financial, Inc.
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Firm
Hafnia Financial, Inc.
Location
San Diego, CA 92130
Credentials
Series 65
Industry experience
1 year
Sean Gelt is a financial advisor with Hafnia Financial, Inc. in San Diego, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Hafnia Financial, he worked at Del Mar Credit for five years and has operated Gelt Business Group since 2014, where he provides legal document services including wills, estates, trusts, and marital mediation. Hafnia Financial, Inc. provides discretionary investment management to individuals, families, and a variety of institutional and entity clients. The firm employs a strategic asset-allocation approach with a core focus on passive indices and ETFs, supplemented by active funds where appropriate, and manages approximately $49.5 million in client assets.
Based on Hafnia Financial, Inc.
$0 - $249,999: 2% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.5% $1,000,000 - $1,999,999: 1% $2,000,000+: 0.90%
Fee-only: Fee-only investment management firm; does not sell financial products on a commission basis.
12544 High Bluff Drive, Suite 200
San Diego, CA 92130
California · Texas
Hafnia Financial, Inc
2024 - Present (2 years)
Del Mar Credit
2019 - 2024 (5 years)
Gelt Business Group
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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