Ayal Shmilovich, CPWA®

Ayal Shmilovich is a Managing Partner with Gerber Kawasaki Wealth and Investment Management. Ayal was born and raised in Los Angeles. He received his Bachelor’s Degree from UCLA and his Master’s Degree from the University of Florida. Ayal always had an interest in investment and wealth management, but he also had a great desire to help others; therefore, he sought a career and a firm that would help him merge his two great passions: people and finance.

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With an educational background in psychology, Ayal was fascinated by how emotions and relationships affected people’s financial decisions and that many times, this got in the way of financial success. So, Ayal sought to help people overcome these biases and build a better future for themselves. Ayal believes in creating very strong, meaningful relationships with all of his clients and helping them achieve all of their goals. He enjoys taking the time to get to know each of his clients, their families, goals, and dreams. By getting to know each of his clients on a very personal level, Ayal can create a highly customized plan that fits their specific needs. He also takes pride in knowing that he will be present to guide them through all their life changes and events.

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Ayal specializes in working with clients in the technology sector because he enjoys working with people who are focused on changing the world around them and are never happy with the status quo. Ayal is proud to be part of “A New Generation of Financial Advisors” at Gerber Kawasaki, who who use social media and the latest technologies to augment and enhance the clients’ experience and increase their investment potential; however, he never seeks to replace the human element. His relationships and communication with his clients are paramount to him.

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Ayal works with technology clients ranging from startup entrepreneurs, to aerospace engineers, to executives of multinational corporations. Many of his clients have advanced financial planning needs such as understanding stock options, complex tax issues, company valuation, philanthropy, and advanced estate planning.

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As a founding member of Gerber Kawasaki, Ayal has multiple roles in the firm. In addition to managing his clients’ finances, he is part of the Gerber Kawasaki Management Team and a member of its Investment Advisory Committee, through which he helps the firm manage portfolios and select investments for clients. He also co-founded the GK Technology Group and the GK Sports and Entertainment Group.

When he is not working, Ayal loves spending time with his son. He and his son both love playing and watching sports and are avid Lakers and Rams fans. Ayal also spends time advocating for the Jewish community and Israel.

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CA Insurance Lic:#0G76537

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Designation Disclaimers

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Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It's designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.

Minimum qualifications to obtain and maintain the CPWA® certification include: Bachelor's degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA license; A satisfactory record of ethical conduct, as determined by IMCA's Admissions Committee; Five years of professional client-centered experience in financial services or a related industry; Six-month pre-study educational component; In-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management; Final exam for in-class portion (online, proctored); and continued education training of 40 hours every two years.

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https://www.finra.org/investors/professional-designations/cpwa