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Mia Samson, CDAA

Wealth Advisor

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BIO

Mia Samson is an Investment Advisor Representative and the Director of Marketing at Gerber Kawasaki. In 2020, she obtained the CDAA (Certified Digital Assets Advisor) designation to have an elite understanding of the ever-developing world of cryptocurrencies. At Gerber Kawasaki, she works to ensure that our brand and messaging are in line with our investment decisions. She collaborates with all members of the firm to execute marketing goals and business development.

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Using social media, Mia has grown recognition as an advisor. She uses these channels to educate the younger generations on essential financial knowledge that typically is not taught in schools. She has been featured in conferences for Financial Planning by TheWrap and regularly records podcasts and shows with her co-worker Ziad Hijazi.

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Mia hopes to be someone that other women can look to and feel empowered to join the finance industry or take control of their finance. She was born and raised in California and grew up with strong leadership in her home as both her mother and father are in the San Francisco Fire Department. Through watching her mother’s courage and tenacity as one of few women in the field, Mia learned to take on challenges from a young age. Her goal is to guide more women through the world of financial planning and assist as many as possible with unique challenges that most women and their family face.

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Mia is a graduate from Loyola Marymount University in the heart of Silicon Beach holding her Bachelor of Science degree in Economics and concentration in Applied Mathematics. In her free time, Mia volunteers as the Instagram Coordinator for Sierra Club Angeles, the most enduring and influential grassroots environmental organization in the United States with over 3.8 million members, gives time to the San Francisco Fire Department Toy Program where she and her family have been recognized for the most volunteer hours, and enjoys exercising with her German Shepherd, Harley.

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Designation Disclaimers

 

The Certified Digital Asset Advisor designation is awarded to financial professionals who have taken and passed the required coursework around cryptocurrency and digital asset education through the issuing organization, PlannerDAO. Certified Digital Asset Advisors are educated in both the traditional and digital financial world. An advisor who has obtained the CDAA has a fiduciary responsibility to be knowledgable and understand how all aspects of the financial world play a role in a client's life.

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Certified Digital Asset Advisors are educated in both the traditional and digital financial world and have completed coursework on cryptocurrency, blockchain technology, and decentralized finance. Designation training requirements include a 12-hour training course, online exam, and continued education of 12-hours of CDAA-approved coursework-including a minimum of 2 hours of compliance education.

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

MEDIA

November 1, 2024

Mia Samson - The New 529 Rule Explained | Gerber Kawasaki

What happens if your child doesn’t go to college after you’ve been putting away money in their college account? In this article, Wealth Advisor Mia Samson shares how a new rule opens up flexible options for unused education savings, giving families the power to turn college funds into retirement accounts.

November 1, 2024

Taking Marketing with Erik Huberman | Gerber Kawasaki

CEO Ross Gerber sits down with CEO of Hawke Media Erik Huberman and GK Financial Advisor and Director of Marketing Mia Samson to discuss new AI opportunities within the tech landscape. As two marketing experts that have been investing in AI for over a decade, these two West LA locals have lots to talk about.

October 16, 2024

Mia Samson - Best Places To Retire | Gerber Kawasaki

Retirement is a complex topic that comes with many exciting possibilities for your future. This week, GK Financial Advisor and Director of Marketing, Mia Samson shares why options outside of California have become popular.

September 6, 2024

Mia Samson - Why Target Date Funds Might Be Holding You Back | Gerber Kawasaki

Are target-date funds really the best choice for your 401(k)? While they offer convenience, they might not be tailored to you. In this article, GK Financial Advisor Mia Samson reviews other strategies you can use to take control of your financial future.

September 6, 2024

Ross Gerber, Mia Samson, Jimmy Bisharat - Let's Talk Money: Navigating Finances As A Millennial | Gerber Kawasaki

On this month’s episode of Let’s Talk Money, CEO Ross Gerber sits down with two of GK’s finest young advisors Mia Samson and Jimmy Bisharat to answer your financial questions. This week the team touches on the benefits of high yield savings account, how to avoid credit card debt, and the best ways to navigate finances in a romantic relationship. With this group, nothing is off this table!

July 12, 2024

Mia Samson - Everyone Deserves Financial Advice | Gerber Kawasaki

At Gerber Kawasaki, we believe everyone deserves access to financial advice. This week, GK Financial Advisor Mia Samson shares how she honors her fiduciary responsibility by working with a diverse range of clients at all different asset levels.

May 23, 2024

Let's Talk Money: Meme Stocks | Ross Gerber, Mia Samson, and Jimmy Bisharat

Let’s Talk Money! This week, our LTM team is back for another market update. On this episode, CEO Ross Gerber teams up with GK Financial Advisors Mia Samson and Jimmy Bisharat to discuss long term investing, home buying, and much more!

March 22, 2024

Hot To: Reason With Realtors

Do you think realtors are overpaid? Here’s how that might change.

March 7, 2024

Mia Samson - Why Women Are Saying Yes To Investing | Gerber Kawasaki

As women continue to dominate the corporate landscape – it's time for us to say YES to financial empowerment. 🌟 Check out our latest article where Financial Advisor Mia Samson dives into why women are taking charge in the investment world.

March 1, 2024

How To: SBLOC

Is there a way to access your investment funds without liquidating your account?

February 22, 2024

How To: Compound Interest

Will we see you at GK’s Happy Hour tomorrow? Come ask us all of your financial questions!

February 7, 2024

How To: Prepare Your Portfolio For An Election Year

Do you need to update your portfolio before the presidential election? Election years can be a volatile time in the market, but there are a lot of misconceptions about how markets will behave. Here’s what you need to know.

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