BIO
Chase McCormick is an Investment Advisor Representative at Gerber Kawasaki Wealth and Investment Management. Hailing from the suburbs of Detroit, Chase credits the Motor City for shaping his resilience, team-first mentality, and passion for helping others work to create a better future.
Initially drawn into GK’s unique culture, Chase loves the way they do things differently than every other firm. Coming from a background in entertainment, he was always energized by GK’s emphasis on building a foundation of knowledge that empowers clients to take control of their finances. Having been a client of the firm before he became a licensed advisor, Chase saw first-hand how quickly his life was changed by his advisor and knew he wanted to make the same lasting impact on others.
Chase is a graduate of LMU’s School of Film and Television, and began his journey in finance as Gerber Kawasaki’s Social Media Marketing Intern. After founding GK’s comedy podcast for first-time investors, Chasing Finance, Chase began learning the basics of finance along with his audience. With the new knowledge he gained from interviewing Wealth Advisors at the company, Chase quickly decided his journey in the world of finance was only beginning.
Fast-forward to today, Chase is now working with young-professionals, families, and creative business-owners to preserve and grow their assets for the long-term. Whether you need help opening your first retirement account, saving for a home, or navigating the complexities of employee stock options, Chase is the trustworthy teammate that will help you create and execute a gameplan for success.
MEDIA
June 18, 2026
Chase McCormick - Stop Calling It Self Care If It’s Making You Broke | Gerber Kawasaki
Society has hypnotized us to believe that spending money we don’t have on things we don’t need is a form of self care, when really it causes more long-term stress. This month, Wealth Planning Associate Chase McCormick shares how long term savings can improve your mental health.
May 29, 2026
Chase McCormick - The Shadow Price of Every Dollar You Spend | Gerber Kawasaki
Before planning your big summer vacation, there are a few important considerations that can have a significant impact on your wallet. GK Wealth Advisor Chase McCormick how financial planning actually means planning for guilt-free fun.
April 17, 2026
GK Presents: Saving For College With A 529 Plan
GK Managing Partner Ben Dunbar is back with future Wealth Advisor Chase McCormick for a new series on college planning. Together, they break down the benefits of using a 529 plan to start saving for your child’s college in a smarter, more efficient way.
March 13, 2026
Chasing Finance: Rethinking Tax Season With David Lazar, CPA®
TurboTax vs. Tax Profesional - New York vs. LA - Fines vs. Prison
Taxes are one of the biggest drivers of long term wealth, yet most people spend more time procrastinating payments than understanding how to maximize their tax strategy. Ahead of April 15th, Chase sits down with GK Tax Director David Lazar, CPA®, to break down how he works with wealth advisors at the firm to make a substantial impact for their clients' financial future.
March 6, 2026
GK Presents: Stop Gambling, Start Investing
Prediction markets are exploding across America, but are they really investing, or just gambling in a new wrapper? In this episode of GK Presents, our sports division exposes how these platforms operate in regulatory gray areas and why the structure is still built to favor the house, not you. Before you place your next bet, see why that same money invested for the long term could change your financial future instead.
February 20, 2026
Chasing Finance: When Should I Start Saving For A Baby? w/ Ben Dunbar
529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution.
This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimental…
December 12, 2025
Chasing Finance: Ross Gerber Teaches Me How To Think Like A Millionaire
Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver.
That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity on his former intern become the start of their new show? Let us know in the comments!
July 24, 2025
Chasing Finance: What is Insurance?
Health Insurance vs. Life Insurance. Term Policy vs. Permanent Policy. Renters Insurance vs. Property Insurance.
Should I Get Car Insurance For My E-Bike?
It’s no secret that the the insurance industry can be tricky to navigate, but luckily GK’s Director of Insurance Bryan Miranda is here to teach us how we can efficiently incorporate insurance into our financial plan to keep our assets protected. We also rock some cool new shades and find out about this thing called an umbrella policy!
July 11, 2025
Chasing Finance: The Big Beautiful Podcast
Tax Cuts. National Deficit. Celebrating the 4th of July.
President Trump’s Big Beautiful Bill is more than just a few tax cuts, IT’S 940 PAGES LONG!! This week on Chasing Finance, Chase sits down with Managing Partner Hatem Dhiab to analyze what this new bill could mean for his finances and perhaps the state of the country…
July 4, 2025
Chasing Finance: The Gay Money Lifestyle
Gay vs. Queer. Surrogacy vs. Adoption. Marriage vs. Domestic Partnerships.
On this episode of Chasing Finance, LGBT+ Financial Advisor of Los Angeles, Robert Castillo joins the show to celebrate Pride Month and teach Chase more about the gay money lifestyle.
June 20, 2025
Do I Need Another Credit Card? | Chasing Finance Podcast
Credit Scores. Credit Card Points. Planning My Trip To the Cayman Islands.
To some, credit cards are a form of free money. To others, it’s a way to leverage assets toward securing loans on big purchases. This week, GK Managing Partner, world traveler, and office sweetheart, Matt Iantosca helps Chase understand the pros and cons of different credit card offerings.
June 3, 2025
Chasing Finance: Another Tariff Update
Reciprocal Tariffs. Tech Earnings. Looking Back on Liberation Day.
Are we on the brink of a trade war? Which tariffs have actually been implemented? Wait… are people just making up tariffs at this point?
A lot’s been going on since we last sat down with, GK Managing Partner, Ayal Shmilovich. In some ways the entire market has shifted. In others, it’s almost exactly the same. You’re confused. I’m confused. Good thing Ayal is back to clarify our most complex questions!
