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Welcome to Gerber Kawasaki
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!
Gerber Kawasaki is a team of experienced investment advisors utilizing the latest technology to educate and inform you on how to achieve your financial goals.
We have two financial planning programs for our clients:
Wealth Building:
Younger individuals and families looking to create and implement a financial plan to grow their assets.
Wealth Management:
Investors looking for full service, personalized investment advice and portfolio management.
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How much you are able to save?
Try our budget calculator! -
Retirement Planning
A comfortable retirement is the dream of many Americans, but financial independence is more difficult than ever. Retirement planning is complicated, that is why we are here to help.
How much do you need to retire?
Try our retirement calculator! -
College Education Planning
A college education is a necessary part of preparing your children for the future. Unfortunately college is very expensive and the cost is only rising. We can help.
How much will college cost?
Try our college planning calculator! -
Life Insurance
Life insurance is not only a tool to protect loved ones; it can also be a sound financial investment with tax advantages.
How much life insurance do you need?
Try our insurance calculator! -
Business Owners
We partner with business owners to provide retirement plans, key man and health insurance.