Gerber Kawasaki Wealth & Investment Management

Specialties: Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan we are the firm for you. Welcome to Gerber Kawasaki, a new generation of financial advisors. Using a holistic financial approach, we educate our clients on how to grow their assets and obtain financial independence. While many other firms exclusively serve a wealthy clientele, we welcome individuals and families at all stages of their wealth accumulation journey. We work with you to develop a financial plan and investment strategy that will help you achieve your goals. We build and manage all of our portfolios in house directed by our investment team led by CEO Ross Gerber. Through our investment strategies-combined with financial, tax and legal planning-we believe it is possible for clients to accumulate substantial wealth throughout their lifetime. With respect to clients, our mission is to provide the highest level of personal service and ethical standards. We combine the latest technology to help us manage our investments and communicate with you without sacraficing the high level of service we provide to our clients. Investment advice offered through Gerber Kawasaki Inc, an SEC Registered Investment Advisor. All investments involve risk and past performance is not indicative of future results. For our full disclaimer and a list of states in which we are registered to do business, please visit gerberkawasaki.com Established in 2010. During the financial crisis, brand-name financial institutions destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long-time friends, that a new paradigm for wealth and investment management was needed and they were the people who could offer it. With offices in Santa Monica, CA and San Francisco, CA, and over $2.2 Billion in assets under management as of 2/2/21, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a client's life. Unlike many financial advisors who focus on high-net-worth investors, Gerber Kawasaki has solutions for investors of all levels. Whether you are an experienced investor seeking independent advice or a first-time investor looking to build a financial plan, we have a path for you.