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Jack Gelnak is an experienced and talented advisor with a proficient and comprehensive understanding of investment concepts and tax and legal planning solutions. Born in Communist Russia, he immigrated to the US with his parents as a young boy. Drawing inspiration from his parents, Jack helps others as a Wealth Preservation Strategist to realize their American dream and to preserve and protect the financial realization of their efforts.
After 23 years as a practicing elite wealth manager, Jack has transitioned exclusively to managing wealth for a select group of highly successful clients, including retirees, business owners, and professionals. After UCLA, where he did his undergraduate studies, Jack went on to earn his law degree and currently holds the designation of AIF®, Accredited Investment Fiduciary. Jack finds joy and satisfaction in getting to know each of his clients personally and efficiently meeting their long term financial needs. Employing kindness, insight, compassion, and integrity, he uses his knowledge and experience, together with coherent, connected communication to identify solutions and explain complicated concepts to his clients in a way that makes sense and enables them to make truly informed decisions.
Jack’s goal is to develop deep, intimate relationships and empower his clients so that they make critical and sound financial decisions today with the future in focus. The trust and rapport that is shared between Jack and his clients enable Jack to know his clients even better and communicate with them even more effectively over time.