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Jack Gelnak
Mr. Gelnak is a well known financial authority among senior citizens.  He has developed unique strategies to help the senior and pre-senior population increase their income, lower their taxes and protect their assets.  Mr. Gelnak’s clients have used his advice to cut their tax bills, pass on their estate completely tax-free, enjoy more spendable income and avoid taxes on social security.  Mr. Gelnak is a Certified Senior Advisor (CSA), a Certified Retirement Financial Advisor (CRFA) and a Registered Investment Advisor (RIA) Representative.  He has developed a specialty in working with retirees and those about to retire who want to protect their principal while ensuring that their money lasts.  His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.

Mr. Gelnak’s academic accomplishments include a course of study in Psychobiology at the University of California, Los Angeles (UCLA). In addition, Mr. Gelnak received a Certificate in Personal Financial Planning from the Metropolitan State College of Denver, which is a prerequisite for the CERTIFIED FINANCIAL PLANNER (CFP®) exam.  Mr. Gelnak has successfully completed law school and obtained his Juris Doctorate degree. He is looking forward to establishing a legal practice to help existing and future clients of Premier Capital Management, Inc. 

As President and CEO of Premier Capital Management, Inc., Mr. Gelnak has set a course to help the senior community, stating that “seniors are the most vulnerable target for deception and exploitation in the marketplace today.  My mission is to provide information and services that will educate and offer peace of mind for them and their children.  In the financial world it’s easy to focus on the numbers and forget the person who worked so hard to earn it.  At Premier Capital Management, Inc., we make sure that each and every client is informed and feels comfortable with their decisions.” 

Mr. Gelnak’s vision for the future of his company includes a philosophy of unparalleled service and informed advice to help seniors and its other clients navigate the many financial concerns of their lives.

Mr. Gelnak’s Licenses and Certifications:

Securities Licenses*:
Series 6: Investment Company-Variable Contracts Limited Representative
Series 7: General Securities Representative
Series 26: Investment Company-Variable Contract Limited Principal 
Series 63: Uniform Securities Agent
Series 24: General Securities Principal 
Series 65: Registered Investment Advisor
   
Insurance Licenses:
  • Life
  • Health
  • Disability
  • Long Term Care
  • Property and Casualty
California Real Estate Broker's License:
  • Real Estate
  • Mortgages
Designations:
  Certified Senior Advisor (CSA)
Certified Retirement Financial Advisor (CRFA) 
   
Member:
       - 2006 Million Dollar Round Table (MDRT)
                 Qualifying Member
     - 2007 Million Dollar Round Table (MDRT)
                 Qualifying Member
     - 2008 Million Dollar Round Table (MDRT)
                 Top of the Table
     - 2009 Million Dollar Round Table (MDRT)
                 Qualifying Member
Delta Theta Phi Law Fraternity
Registered Investment Advisor (RIA) Representative*
Notary Public for the State of California
* Member FINRA, SIPC and Registered Investment Adviser.


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