BIO
Matt Iantosca is a Managing Partner and Director of Wealth Management at Gerber Kawasaki Wealth & Investment Management. He specializes in financial planning and investment management for technology executives, gaming professionals, founders, and high-net-worth families throughout Los Angeles and across the country.
Recognized by AdvisorHub as #189 in the Top 1,000 Advisors to watch of 2025, Matt has also been named by Forbes as one of America’s Top Next-Gen Wealth Advisors and as a Leader of Influence: Wealth Manager by the Los Angeles Business Journal. He holds the CERTIFIED FINANCIAL PLANNER® designation through Boston University and the Accredited Estate Planner® designation from The American College of Financial Services.
Matt began his career at Morgan Stanley before joining Gerber Kawasaki in 2010. Over the past decade, he has built a nationally recognized practice serving technology and gaming executives, startup leaders, and professionals navigating equity compensation, concentrated stock positions, IPO liquidity events, retirement planning, and advanced tax and estate planning strategies.
As an early adopter in the gaming and Esports space, Matt identified a growing need for disciplined financial planning among young high earners. Today, he advises executives and entrepreneurs in technology and digital media, helping them turn income and equity into long-term wealth through tax-efficient investment strategies, risk management, and customized financial plans.
Early in his career, Matt recognized that many divorced or widowed women, particularly those nearing retirement, were often left to navigate complex financial decisions without a trusted partner. That insight helped shape a meaningful part of his practice today. His retired or nearly retired clientele are continuously drawn to his patient explanations, personable approach, and attention to detail. Matt believes in treating every client the way he would his own family, providing thoughtful guidance and a steady hand through life’s most important financial transitions.
Clients value Matt’s responsiveness, attention to detail, and fiduciary approach. He works closely with families who want clarity around retirement income planning, charitable giving strategies, trust and estate structures, and multi-generational wealth planning. His goal is simple: allow clients to focus on their careers and families while he manages the financial complexity.
In addition to serving clients, Matt mentors financial advisors at Gerber Kawasaki and supports finance education initiatives at Loyola Marymount University, where he earned his undergraduate degree in Business Administration. He remains actively involved in philanthropic efforts, including board service with the Parker H. Bainter Foundation.
When Matt isn’t advocating for his clients, he loves traveling to far-flung spots around the globe with his wife and two young daughters. He is also an avid animal lover and volunteers and supports many charities that emphasize caring for animals and helping combat the environmental crisis.
CA Insurance Lic:#0G39555
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
The Accredited Estate Planner® (AEP® ) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning.
To be eligible to be considered for the AEP® designation, the applicant must provide documentation of being currently licensed to practice law as an Attorney (JD) or to practice as a Certified Public Accountant (CPA); or of being currently designated as a Chartered Life Underwriter® (CLU® ); Chartered Financial Consultant® (ChFC® ); Certified Financial Planner (CFP® ); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA® ); Chartered Advisor in Philanthropy® (CAP® ); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Fiduciary Advisor (CTFA) in any jurisdiction of the United States of America. Applicants who hold the Masters of Science in Financial Services (MSFS) through The American College meet the credential requirement. Lastly, applicants who hold a Master of Science in Taxation (MST) may meet the credential requirement; however, specific criteria pertain to this degree and must be pre-approved by NAEPC.
The applicant must be presently and significantly engaged in "estate planning activities" as an attorney, an accountant, an insurance professional and financial planner, a philanthropic advisor, or a trust officer devoting at least a third of one's time to estate planning and estate planning activities. An applicant must continuously be in good standing with the applicant's respective professional organization and/or license authority (e.g., State Bar Association for attorneys, etc.). An applicant must provide three professional references. The applicant shall provide each individual referrer a copy of the Reference Form included in this application which may be returned to the applicant for submission or returned directly to the NAEPC and minimum of five years of experience in one of these areas: accounting, insurance and financial planning, law, philanthropy or trust services.
https://www.finra.org/investors/professional-designations/aep
