Gerber Kawasaki is a new generation of financial advisors. In the wake of the financial crisis, many brand-name financial institutions had 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 not only needed, but that they were the men to do it.
Headquartered in Santa Monica, CA, and with nearly $200 Million in assets under advisement, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life. Unlike many advisors and managers who only seek out the high net worth investor, Gerber Kawasaki offers two financial planning programs, wealth building and wealth management. Wealth building is most often geared at younger individuals and their families, aged 25-45, who are seeking advice and investments which will grow their wealth and help them achieve their unique investment goals. Wealth Management is aimed at more affluent clients and investors. The firm serves more than 2000 families.
Gerber Kawasaki has created a new model for how investment companies conduct business. The firm has an advanced technology platform and utilizes social media to enhance the client experience. Serving a large, national clientele, the firms’ highly mobile financial advisors conduct a constant dialogue with our 2,900 Facebook friends and 1,350 Twitter followers, and meet often with our national clients and family via Skype. The firm also has a mobile app, available on iPhones and Android systems, so its clients can access their financial plan, news, customized portfolios and advisor team, 24/7, from their laptop, phone or tablet.
Publications such as The New York Times, The LA Times, Forbes.com, Wealth Management, RIA Biz, Financial Planning, Reuters, Yahoo! Finance and many others have sought out the founders of Gerber Kawasaki, not only for their investment acumen and market insight, but to profile the unique experience and level of innovation this company offers the families it works with.
Our Investment Advisory Team
Diversity is our Strength
Gerber Kawasaki believes that diversity is one of our strengths. Being based in Los Angeles, one of the most diverse cities in the world, we believe that to effectively serve the community, we must represent it. We know that many of our clients feel more comfortable communicating in their first language, expecially when it comes to discussing money. Feel free to contact us to review your financial situation in your home language. The following representatives fluently speak these languages:
|Ashley Rapini||Brazil||Portuguese, Spanish|
|Hatem Dhiab||France||French, Arabic|
|Robert Castillo||USA||Spanish, French|