BIO
Robby Lewis, CFP® is a Wealth Advisor at Gerber Kawasaki Wealth & Investment Management, where he provides personalized financial plans for individuals, families, and business owners. A third-generation Angeleno, Robby grew up in Sherman Oaks and earned his degree in Economics with a minor in Finance from UC Davis.
Robby began his career in aerospace finance, supporting missions at NASA’s Jet Propulsion Laboratory, which included work on the Perseverance Mars Rover. While he found the role rewarding, Robby was drawn to the personal side of finance where he could help hard-working people make confident decisions about their money and long-term financial goals.
As a first-generation college graduate, Robby taught himself how to budget, save, and prioritize financial independence. This experience drives his empathetic approach to advising, where many clients describe him as their financial therapist. Robby combines patience, clear communication, and a client-first mindset to simplify complex financial decisions and provide peace of mind.
Robby specializes in:
Small business owners (S-Corps) seeking retirement plan strategies and tax-efficient planning
Tech professionals navigating equity compensation such as RSUs, ESPPs, ISOs, and NQSOs
Couples merging finances and building a shared financial plan
Individuals in major transitions: new jobs, saving for a home, or preparing for retirement
By creating uniquely thoughtful and customized plans, Robby helps clients align their money with their values and long-term vision.
Based in Los Angeles, Robby enjoys exploring the community with his wife. The two of them can often be found at local concerts and coffee shops, camping in national parks, or cheering on the Lakers and Dodgers.
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
MEDIA
August 28, 2026
Robby Lewis - The Employee Benefit Most People Ignore: Your ESPP | Gerber Kawasaki
Most tech employees max out their 401(k) and watch their RSUs closely, but leave their ESPP enrollment email unopened.
That's leaving money on the table.
An Employee Stock Purchase Plan often comes with a built-in discount (15%+), and with a lookback provision, the gain can be even bigger. Gerber Kawasaki Wealth Advisor, Robby Lewis, breaks down how it works, how it's taxed, and why selling immediately is often the smartest move.
September 9, 2025
Robby Lewis - Taking the Emotion Out of Selling Company Stock | Gerber Kawasaki
If company stock makes up a significant part of your pay, deciding when to sell can feel overwhelming. GK Wealth Advisor Robby Lewis explains how you can use the 10b5-1 Plan to eliminate bias and stay consistent with your financial goals.
December 18, 2024
Robby Lewis - Maximizing Charitable Giving: Donating Directly from Your Brokerage Account | Gerber Kawasaki
This gifting season, GK Financial Advisor, Robby Lewis explains how donating to charities through your brokerage account offers tax efficient advantages that many people don’t utilize.
May 7, 2024
Robby Lewis - Use Financial Biases To Your Advantage! | Gerber Kawasaki
No one is above financial biases. However, the best way to limit their impact on your decision making is to recognize them head-on. This week, GK Financial Advisor Robby Lewis explores three cognitive biases that you should be aware of.
January 18, 2023
What You Need To Know About Student Loans
The biggest changes in student loan history happened in 2022. It’s more important now than ever to understand the impacts these changes have had on individual borrowers and the overall economy. There are two main types of student loans – Private & Federal. The unfortunate reality is that many high school students dreaming of attending college in California have no clue what they are doing when someone tells them they should take out student loans. Financial education is key when planning for your future. Let’s break it down!
