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Hatem Dhiab, CFP® CIMA®

Managing Partner

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BIO

Hatem Dhiab is a Founding and Managing Partner at Gerber Kawasaki Wealth and Investment Management, he has a unique background that enables him to appeal to clients from diverse backgrounds. Raised in a racially mixed family of bankers in Tunisia and France, he learned to be adaptable, self-reliant, and responsible from an early age. 

 

Hatem moved to the US at the age of 18 to attend university and pursue his dream career on Wall Street. Hatem graduated Magna Cum Laude with a degree in International Business and Finance at CSULA. After college, he resolved to build a career in finance. With an aptitude for numbers and entrepreneurship,  It was apparent that wealth & investment management were the most exciting and suitable places for his ethics and talents. This career path provided Hatem with the ability to grow personally, help real people with tangible goals and aspirations, research and direct investments, and build long-lasting relationships. Hatem received a certificate in Personal Financial Planning from Bryant University and he is a CFP® professional.

 

Hatem's success is a testament to his ability to listen, understand his client's needs, help them clarify and prioritize their financial goals, and implement a plan of action while continually monitoring and educating. His knowledge of advanced planning techniques and complex tax issues allows him to understand the bigger picture and coordinate with his client's team of professionals.

 

Hatem’s clients are mostly accomplished executives, professionals, and entrepreneurs. They all deserve modern, unbiased, independent financial advice aligned with their goals and tolerance for risk. Hatem’s strength lies in working closely with them to develop customized investment strategies that meet their evolving needs. He then aligns those investment strategies within the broader wealth management architecture while constantly identifying new opportunities. Seeing his clients succeed and helping them achieve their goals is Hatem’s greatest honor and joy.

 

Hatem is often a guest on major TV networks discussing financial trends and his views on media, technology, and innovation. He founded the popular GK podcast Future Money and is deeply involved in the Los Angeles Technology and start-up scene. He’s also a member of the Entrepreneurs Organization Los Angeles chapter. Within GK, Hatem leads both the technology, High Net Worth, and international groups where he works with ex-pats and foreign nationals on cross-border planning, international investments, and complex strategies.

In addition to his professional achievements, Hatem is on the Board of Trustees of Selfless Love Foundation, a non-profit dedicated to transforming the lives of current and former foster kids through awareness and partnerships. 

 

A Venice Beach resident, he enjoys being active and the outdoors while indulging his love for his family, friends, travel, and wine. He is an avid reader interested in tech entrepreneurship, world politics, and business.

CA Insurance Lic:#0E93364

Designation Disclaimers

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

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

“CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®):

The Certified Investment Management Analyst® (CIMA®) certification is a prestigious designation for investment professionals. It focuses on practical portfolio construction and wealth management strategies. The CIMA® designation is issued by the Investments and Wealth Institute.

 

Initial Certification Requirements:

  • Experience: Have a minimum of three years of verified work experience in the financial services sector.

  • Education: Complete an executive education program through an approved provider (University of Chicago Booth School of Business, the Yale School of Management, or Portfolio Construction Forum), focusing on investment management principles and practices.

  • Exams: Pass the CIMA® Certification exam, demonstrating a strong grasp of investment analysis, portfolio management, and ethical conduct in financial services.

 

Ongoing Requirements:

  • Continuing Education: CIMA® recipients must complete 40 credit-hours of continuing education within a 2-year period.

  • Ethics: CIMA® recipients are required to adhere to the Investments & Wealth Institute Code of Professional Responsibility.”

MEDIA

November 25, 2024

Future Money | What The Economy Could Look Like Over The Next Four Years

Following the 2024 Presidential Election, GK Managing Partners, Ayal Shmilovich and Hatem Dhiab provide an in-depth analysis of their expectations for how markets will be affected by President Trump’s future policy implementation.

October 29, 2024

Hatem Dhiab - Tesla's RoboTaxi | BNN: Bloomberg

Following Tesla’s CyberCab Event, GK Managing Partner, Hatem Dhiab sits down with BNN Bloomberg to share his disappointment with Tesla’s lack of fulfillment on their 2024 goals.

October 16, 2024

Future Money | International Asset Allocation

This month on the Future Money Podcast, GK Managing Partners Hatem Dhiab and Ayal Shmilovich analyze international markets on a worldwide scale. The duo also does a deep dive into how various global conflicts have affected markets in the past.

October 1, 2024

Hatem Dhiab - Tesla Cybertaxi Event | Schwab Network

Leading up to Tesla’s RoboTaxi event, GK Managing Partner Hatem Dhiab explains why his expectations are low. Although Hatem believes Tesla is a leader in the EV market, he is skeptical of the tech company’s advancement toward level four full self driving.

October 1, 2024

Hatem Dhiab - Portfolio Strategy For Investing in Tech | BNN: Bloomberg

It’s going to be a big week for tech! As Tesla continues breaking into Chinese markets and Meta makes another announcement on their highly anticipated AI glasses, GK Managing Partner Hatem Dhiab shares his thoughts on the long term growth stories for both companies.

September 23, 2024

Future Money | The Pros and Cons of Alternative Investments

We all know about the S&P 500, but do you ever wonder how alternative investments can benefit your portfolio? This week, GK Managing Partners Hatem Dhiab and Ayal Shmilovich explain how to pursue unique investment opportunities while still keeping a balanced portfolio.

September 6, 2024

Hatem Dhiab - Tesla Hits the Gas on FSD | Schwab Network

As Waymo FSD is granted government approval ahead of Tesla, GK Managing Partner Hatem Dhiab joins the Schwab Network to explain why this could have a tremendous impact on competition over the EV market.

August 9, 2024

Future Money | Don't Panic, Watch the Olympics

As millions of people around the world gather to watch the Olympics, how many actually understand the games' effect on the global economy? This month, GK Managing Partners Hatem Dhiab and Ayal Shmilovich team up for an analytical deep-dive on the financial impact of the Olympics, recent market corrections, carry trades, and much more!

July 26, 2024

Hatem Dhiab - Tesla Profits Fall Again | Schwab Network

Tesla seems more focused on implementing new ideas than fixing its diminishing profits. This week, GK Managing Partner Hatem Dhiab shares why the team should focus less on their Robotaxi project and more on selling cars.

July 12, 2024

Future Money : Two Patriotic Bulls

As a way of celebrating Independence Day, GK Managing Partners Ayal Shmilovich and Hatem Dhiab sit down to analyze the recent tech stock trends through a political lens. Find out what they are telling clients to do ahead of the 2024 election!

July 12, 2024

Hatem Dhiab - Robotaxi Delay | BNN: Bloomberg

Following another delay in Tela’s Robotaxi, GK Managing Partner Hatem Dhiab joins BNN Bloomberg to analyze how this deceleration could impact the stock moving forward. Hatem also shares how he believes Tesla could benefit from designing new models, makes, and colors for their EVs.

June 17, 2024

Hatem Dhiab - Musk Compensation Approval | Schwab Network

Following the approval of Elon Musk’s pay package by Tesla shareholders, everyone is now wondering what this means for the EV company’s future. This week, GK Managing Partner Hatem Dhiab joins the Schwab Network to share his hopeful anticipation of Elon’s revitalized focus on Tesla, pending compensation approval in court.

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