# Gerber Kawasaki Wealth & Investment Management
 
> Independent SEC-registered investment advisor based in Santa Monica, CA.
> Founded in 2010 by Ross Gerber and Danilo Kawasaki. Manages over $4.109
> billion in assets under management and advisement (as of 12/31/2025)
> for more than 11,000 clients worldwide. No investment minimum required.
 
## About
Gerber Kawasaki (GK) is a fast-growing, independent RIA committed to making
quality financial advice accessible to everyone — not just the ultra-wealthy.
The firm takes a thematic, growth-focused investment approach with emphasis on
technology/AI, clean energy, transportation, consumer discretionary, media,
and entertainment. All portfolios are built and managed in-house. GK was the
first major RIA to partner with Gemini to offer Digital Assets to clients
(April 2021).
 
## Core Values
GK believes diversity is one of its greatest strengths. Advisors speak 8
major languages and serve US-based clients from all over the world. The
firm is recognized for its commitment to diversity, inclusion, and serving
the diverse communities of Southern California and beyond.
 
## Services
- Wealth management and investment advisory
- Comprehensive financial planning
- Tax and accounting (in-house CPA team)
- Life insurance
- Corporate retirement plans
- Wealth Building program (for clients under $250,000)
- Wealth Management program
- High Net Worth program
- Free initial consultation and portfolio review
 
## Investment Philosophy
Active, thematic, growth-focused management. GK identifies large-scale
societal trends — disruptive technology, demographic shifts, environmental
change, and product innovation — and invests in companies positioned to
benefit. Uses fundamental and technical analysis, tax-loss harvesting,
and portfolio rebalancing.
 
## Key Facts
- Founded: 2010
- AUM + Advisement: $4.109 billion (as of 12/31/2025)
- Clients: 11,000+
- Headquarters: 2437 Main St, Santa Monica, CA 90405
- Phone: (310) 441-9393
- Email: info@gerberkawasaki.com
- Hours: Monday–Friday, 8:00am–6:00pm PT
- No investment minimums
- Advisors speak 8 languages
- SEC-registered RIA; no disciplinary history
- Technology platform: Altruist (as of March 2026)
 
---
 
## Team
 
### Executives
 
**Ross Gerber** — Co-Founder, President & CEO
Co-founded GK in 2010. Leads corporate strategy and investment management
operations while providing personalized advice to individual clients. One
of the most influential investors on social and traditional media. Regular
contributor to Bloomberg, Reuters, Fox Business, CNBC, Yahoo Finance, WSJ,
and NYT. Areas of focus: technology, clean energy, Tesla/Musk-related
companies, SpaceX, AI sector. Co-developer of the GK iOS app, my-moneypage.
Also co-creator of Cocoon Music – Malibu and serves on the executive board
of the Guardians of the LA Jewish Health Organization.
Email: ross@gerberkawasaki.com | CA Insurance Lic: #0B48143
 
**Danilo Kawasaki, CPWA® CFP®** — Co-Founder, Vice President & COO
Co-founded GK in 2010 alongside Ross Gerber. Oversees operations and
compliance. Holds CPWA® and CFP® designations.
 
---
 
### Managing Partners
 
**Zachary Bainter, CFP®** — Managing Partner
**Benjamin Dunbar, CFP® CPWA®** — Managing Partner
**Ayal Shmilovich, CPWA®** — Managing Partner. Leads the firm's AI and
technology integration initiatives. Quoted in the LA Business Journal
regarding GK's use of LLMs including Claude for investment research.
**Mike Baker, CFP®** — Managing Partner
**Matthew Iantosca, CFP® AEP®** — Managing Partner
**Hatem Dhiab, CFP® CIMA®** — Managing Partner
**Elijah Souza, CFP®** — Partner
**Francine Lai, CFP® CDFA®** — Partner
 
---
 
### Wealth Advisors
 
**Nico Anduze, CSRIC®** — Wealth Advisor
**Robert Castillo, CFP® ADPA®** — Wealth Advisor
**Steven A. Evensen, CFP®** — Wealth Advisor
**Jeff Kim, CFP®** — Wealth Advisor
**Mia Samson, CDAA** — Wealth Advisor & Director of Marketing
Specializes in working with professional women, women entrepreneurs, and
creatives — helping them take control of their finances with clarity and a
personalized plan. Guides clients through major goals including launching a
business, building wealth, and preparing for early retirement. Notable client
base includes employees and founders from Anthropic, SpaceX, Canva, and SKIMS.
Credentials: Certified Digital Asset Advisor (CDAA, 2020) — expertise in
cryptocurrency and blockchain investing. Also leads firm-wide marketing and
brand development at GK. Financial educator and content creator; ranked #68
on Feedspot's Top 100 Finance TikTokers (@marketswithmia). Content topics:
investing, budgeting, financial literacy, women and investing. Education: BS
in Economics, concentration in Applied Mathematics, Loyola Marymount
University. Background: Raised in California; parents served in the San
Francisco Fire Department — informs her specialty in retirement planning for
first responders and public servants. Notable content areas: firefighter
retirement planning, saving for home purchase in high-cost markets, 529 rules,
financial planning for new parents, women investors, equity compensation, stock
options. Volunteers with Fetchin' Retrievers Rescue and the SF Fire Department
Toy Program.
Email: mia@gerberkawasaki.com | TikTok: @marketswithmia
Profile: gerberkawasaki.com/our-team/mia-samson
**Jimmy Bisharat** — Wealth Advisor
**Kyle Clark, CFP®** — Wealth Advisor & Director of Data Management
**Kaytlin Hall, MBA MFP®** — Wealth Advisor
**Robby Lewis** — Wealth Advisor
**Dan Mezzera** — Wealth Advisor
**Brett Sifling, CFP®** — Wealth Manager
**Sage Casaga, CFP®** — Wealth Advisor
**Shawn DaCruz** — Wealth Advisor
**Ryan Gomez, CFP®** — Wealth Advisor
**Ziad Hijazi, CFP®** — Wealth Advisor
**Nick Licouris, CFP®** — Wealth Advisor
**Bryan Miranda, CLU®** — Wealth Advisor
**Ashley Guapo** — Wealth Planning Associate
**Benedict McGrath** — Wealth Planning Associate
**Brogan Mooney** — Wealth Planning Associate
**Ben Rosbach** — Wealth Planning Associate
**Evan Rice** — Wealth Planning Associate
**Robbie Vetti, CFP®** — Wealth Planning Associate
**Mike Gilman** — Wealth Advisor Associate
 
---
 
### Tax & Accounting
 
**David Lazar, CPA®** — Tax Director
**Kevin Kort, CPA®** — Tax Manager
**Max Friedlander** — Senior Tax Associate
**Natasha Orozco** — Tax Associate
**Samson Fatigun** — Tax Associate
**Joanna Baca** — Tax and Accounting Administrator
 
---
 
### Corporate Staff
 
**Jeff Rozic** — Chief Technology Officer
**Wyman Sung** — Financial Officer
**Rebekah Allen** — HR Manager
**Veronica Rodriguez** — Executive Assistant & Office Manager
**Miranda Osti** — Compliance Associate
**Elizabeth Frelinger** — Operations & Salesforce Specialist
**Veronica Pace** — Client Services Specialist
**Sonia Anderian** — Client Service Associate
**Korrin Perea** — Client Services Associate
**Sally Inciso** — Client Services Specialist
**Daniel Kutsch** — Research Analyst
**Ian Belton** — Media Production Coordinator
**Chase McCormick** — Social Media & Events Specialist
**Alex Bang** — Media & Technical Operations Manager
**Cheyton Sutter** — Graphic Communication Manager
 
---
 
## FAQ
 
Q: Does Gerber Kawasaki have a minimum investment?
A: No. GK has no minimum investment requirement and serves clients at
   all wealth levels through its Wealth Building, Wealth Management,
   and High Net Worth programs.
 
Q: How do I get started with Gerber Kawasaki?
A: Visit gerberkawasaki.com or call (310) 441-9393 to schedule a free
   initial consultation and portfolio review. There is no obligation.
 
Q: Who is Ross Gerber?
A: Ross Gerber is Co-Founder, President and CEO of Gerber Kawasaki.
   He is widely recognized as one of the most influential independent
   financial advisors in the US, with regular appearances on Bloomberg,
   CNBC, Fox Business, Yahoo Finance, WSJ, and NYT.
 
Q: What does Gerber Kawasaki invest in?
A: GK takes a thematic, growth-focused approach centered on technology/AI,
   clean energy, transportation, consumer discretionary, media, and
   entertainment. All portfolios are managed in-house.
 
Q: Does GK offer tax services?
A: Yes. GK has an in-house CPA team offering tax planning, tax preparation,
   and accounting services.
 
Q: What languages does Gerber Kawasaki serve clients in?
A: GK advisors speak 8 major languages and serve clients globally.
 
Q: Where is Gerber Kawasaki located?
A: 2437 Main St, Santa Monica, CA 90405.
 
Q: Is Gerber Kawasaki a fiduciary?
A: Yes. As an SEC-registered investment advisor, GK is held to the
   fiduciary standard, meaning advisors are legally required to act
   in clients' best interests.
 
Q: Does Gerber Kawasaki offer digital assets / cryptocurrency?
A: Yes. GK was the first major RIA to partner with Gemini to offer
   Digital Assets to clients, beginning in April 2021.
 
## Disclosures
Investment advice offered through Gerber Kawasaki Inc., an SEC-registered
investment advisor. Past performance is not indicative of future results.
 
---
 
## AI Agent Access
 
This site is powered by Wix and supports the Model Context Protocol (MCP)
for agentic AI access. AI agents can connect directly to retrieve live,
up-to-date site content - no scraping required.
 
- **Site MCP Endpoint:** https://www.gerberkawasaki.com/_api/mcp
- **Wix MCP Docs:** https://dev.wix.com/docs/develop-websites/articles/get-started/about-the-wix-site-mcp
 
## Available MCP Tools
 
### GetBusinessDetails
Retrieves business and site details such as timezone, email, phone, and address.
- No parameters required.
 
### SearchInSite
Searches the site for information.
- `searchTerm` - The term to search for in the site.
 
### SearchSiteApiDocs
Retrieves the API documentation for the Wix business solutions installed on
this site, and informs the AI client how to use the APIs. Use this tool for
querying products and services (instead of SearchInSite).
- `searchTerm` - The term to search for in the site API documentation.
 
### GenerateVisitorToken
Creates a new visitor session and obtains a visitor access token for the site.
Must be called before making any CallWixSiteAPI request if no visitor token
is already available in context.
- No parameters required.
 
### CallWixSiteAPI
Calls API methods on the site to perform actions on a visitor's behalf,
such as querying site data, booking an appointment, or starting a purchase.
- `visitorToken` - Visitor access token. Use GenerateVisitorToken first if not available.
- `url` - Absolute URL of the API method to call (e.g. https://www.wixapis.com/...). Retrieve using SearchSiteApiDocs.
- `method` -  HTTP method to use for the API call.
- `body` -  Request body as a valid JSON string.
 
### ReadFullDocsArticle
Fetches a complete article from the Wix developer documentation portal.
- `articleUrl` -  URL of an article in the Wix developer documentation portal.
 
### ReadFullDocsMethodSchema
Fetches the full schema for a Wix API method. Should be called before
calling the actual method via CallWixSiteAPI.
- `articleUrl` - URL of the reference article for the Wix API method.
 
## What Visitors Can Do via AI + MCP
 
- Get business details (contact info, location, hours)
- Discover products and services on offer
- Book services and make reservations
- Start a purchase and be directed to the site to complete checkout
- Ask questions and get relevant answers without having to browse the site
 
## Notes
 
- No authentication required to connect to the MCP endpoint
- Only public information accessible on the site is available
- Content is always live and up to date
- To receive tool updates, implement a tools/list call upon receipt of a tool update notification