Gerber Kawasaki Wealth

Who We Are

Gerber Kawasaki Wealth & Investment Management is a leading independent financial advisory firm dedicated to helping individuals, families, and businesses build and manage their wealth. With a strong commitment to independence and transparency, Gerber Kawasaki has established itself as a trusted partner for clients seeking unbiased financial advice. The firm was founded in 2010, during the financial crisis, as a response to the need for a new paradigm in wealth and investment management. Today, Gerber Kawasaki manages over $2.6 Billion in assets for thousands of clients worldwide, with offices in Santa Monica, CA and San Francisco, CA.

About Us

Our mission is to help our clients achieve their financial goals through personalized financial planning, investment management, and proactive guidance. We believe that everyone deserves access to high-quality financial advice, regardless of their account size or background, and we pride ourselves on our firm's no minimum investment policy. Our dedicated team of financial advisors and support staff work tirelessly to provide our clients with the best possible service and expertise.

Why Us

At Gerber Kawasaki Wealth & Investment Management, we believe that our independence sets us apart from other financial advisory firms. As an independent investment advisor, we have the freedom to focus on our clients' best interests without the constraints of proprietary products or sales quotas. Our personalized financial planning approach allows us to develop a deep understanding of our clients' unique financial needs and aspirations. We are committed to educating and informing our clients, offering low fees and expenses, and utilizing state-of-the-art technology and communication platforms.

How We Work

Our process begins with a complimentary initial consultation, during which we get to know our clients and their financial goals. We then develop a customized financial plan tailored to their specific needs. Our investment management services are designed to grow and protect our clients' wealth, utilizing a range of investment strategies and products. We regularly review our clients' portfolios and financial plans to ensure they remain aligned with their goals, and we provide ongoing proactive guidance and support.

Our Team

Our team of experienced financial advisors and support staff is committed to providing exceptional service and expertise. Each of our advisors holds industry-leading credentials and has extensive experience in financial planning and investment management. We are proud to promote diversity, community, and integrity, and we believe that our diverse backgrounds and experiences allow us to provide a broader range of perspectives and solutions for our clients.

What We Do

At Gerber Kawasaki Wealth & Investment Management, we offer a comprehensive suite of financial planning and investment management services, including:

• Financial planning: We work with our clients to develop customized financial plans that address their unique financial needs and goals.
• Investment management: Our investment management services are designed to grow and protect our clients' wealth, utilizing a range of investment strategies and products.
• Tax and accounting: We provide tax planning and compliance services to help our clients minimize their tax liability and maximize their after-tax returns.
• Life insurance: We offer life insurance solutions to help our clients protect their families and loved ones in the event of unexpected death or disability.
• Corporate retirement plans: We provide retirement planning and investment management services for businesses and their employees.

Our Programs

We offer two main financial planning programs to assist our clients wherever they are in their financial journey:

• Wealth Building: This program is designed for younger individuals and families who are looking to create and implement a financial plan to grow their assets.
• Wealth Management: This program is designed for investors who are seeking full-service, personalized investment advice and portfolio management.

At Gerber Kawasaki Wealth & Investment Management, we are committed to helping our clients achieve their financial goals through personalized financial planning, investment management, and proactive guidance. We believe that our independence, personalized approach, and commitment to education and transparency set us apart from other financial advisory firms. Whether you are just starting out on your financial journey or are looking to grow and protect your existing wealth, we are here to help.