Business Details
16 Years
experience
Trusted Financial Advisers in Santa Monica
Founded in 2010 by Ross Gerber and Danilo Kawasaki, our firm was established to redefine wealth and investment management with a client-first approach. Based in Santa Monica, CA, we manage over $3.59 billion in assets, prioritizing independence, personalized financial planning, and low fees. Our thematic investing strategy focuses on transformative trends in technology, climate change, and consumer sectors, supported by state-of-the-art technology and proprietary research.We emphasize education, transparency, and community impact, serving clients globally with no minimum investment requirements. Our team of certified professionals delivers tailored solutions for wealth building, retirement planning, and high-net-worth needs, fostering long-term relationships grounded in trust and integrity.
Services
Wealth Building
Wealth Management
Tax Services
Portfolio Review
Retirement Planning
Impact Investing
Life Insurance
Corporate Retirement Plans
Details
- Year established: 2010
Highlights and features
- We offer personalized financial plans tailored to your unique goals.
- Our thematic investing focuses on transformative trends like AI and climate change.
- Low fees and transparent pricing with no minimum investment requirements.
- Proprietary research and technology enhance portfolio performance and communication.
- Certified advisors with expertise in wealth management and retirement planning.
Services
Wealth Building
Wealth Building caters to younger individuals and families starting their financial journey. This program offers education, personalized financial planning, and dedicated advisor support. It focuses on budgeting, goal setting, and investment strategies to grow assets with no minimum requirements.
Wealth Management
Wealth Management provides full-service portfolio management and comprehensive financial planning for established clients. Services include retirement income planning, insurance, estate planning, and tax-efficient strategies. Requires a minimum of $250,000 in investable assets for personalized solutions.
Tax Services
Our Tax Services streamline filing for individuals and corporations using technology-enhanced processes. Services include consultation, document review, and strategic tax planning to reduce liabilities. Pricing starts at $700 for individual returns and $2,500 for small businesses.
Impact Investing
Impact Investing focuses on companies driving positive social and environmental change. We target growth in AI, climate solutions, and consumer sectors while aligning portfolios with ethical practices. Active management ensures risk-adjusted returns and long-term sustainability.
Corporate Retirement Plans
Corporate Retirement Plans simplify employer-sponsored benefits with fiduciary support and compliance. Services include plan design, employee education, and SECURE 2.0 tax credit guidance. Solutions like GK 401(k) reduce administrative burdens while promoting retirement security.
People
Ross Gerber
CEO/President
Ross Gerber co-founded Gerber Kawasaki in 2010, bringing decades of financial expertise. He leads the investment committee and focuses on thematic strategies in technology and AI.
Danilo Kawasaki
Vice-President & COO
Danilo Kawasaki, a Certified Private Wealth Advisor, co-founded the firm to prioritize client interests. He oversees operations and promotes diversity in financial services, featured in Voyage LA.
Mia Samson
Wealth Advisor & Director of Marketing
Mia Samson specializes in financial literacy and marketing strategies. Recognized as a top TikTok finance influencer, she connects with younger audiences through digital platforms.
Jeff Kim
Wealth Advisor
Jeff Kim provides personalized financial planning and retirement strategies. He contributes to media outlets and focuses on client education through blog posts and newsletters.
Jimmy Bisharat
Wealth Advisor
Jimmy Bisharat advises athletes and sports investors, blending financial expertise with industry insights. He hosts podcasts and explores trends in sports-related investment opportunities.
Questions
What financial planning services do you offer?
We offer Wealth Building for beginners, Wealth Management for established investors, and High Net Worth services for clients with $2M+ assets.
Do you have minimum investment requirements?
Wealth Management requires $250,000 in investable assets. Wealth Building has no minimums, and High Net Worth serves clients with $2M+.
How does your investment approach work?
We use thematic investing in AI, climate change, and consumer trends, combined with active management and diversification for risk-adjusted returns.
What tax services are available?
We provide individual and corporate tax preparation starting at $700 and $2,500, with strategic planning to minimize liabilities.
Can you help with retirement plans for businesses?
Yes, we design corporate retirement plans like GK 401(k), offering fiduciary support, compliance, and employee education programs.
Are there financing options for your services?
Financing options are not explicitly offered, but we provide transparent pricing and tax credit guidance to reduce costs.
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