BIO
Originally from Long Beach, California, Ryan earned his B.S. in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo.
Ryan’s passion for personal finance was inspired by his grandfather, who went from being an office janitor to building independent wealth through disciplined investing. This lesson showed him the life-changing impact financial planning can have, which stuck with him from an early age. With this influence, he started investing right after his first paycheck working at a car wash when he was 15 years old and has been hooked on helping others do the same ever since.
As a Certified Financial Planner® (CFP®), Ryan believes in not only helping his clients achieve financial freedom, but walking them through the step-by-step process of how to get there.
Primarily working with tech professionals and those in or nearing retirement, Ryan emphasizes flexibility in every financial plan he builds. He prioritizes building meaningful relationships with each client, allowing him to craft personalized strategies that reflect their unique goals and values.
Some of the companies his clients work for include Salesforce, Oracle, Datadog, Rippling, Snowflake, SolarWinds, Stripe, Amazon, & CrowdStrike.
Before joining Gerber Kawasaki, Ryan spent five years as a wealth advisor at a local RIA in Los Angeles, where he developed an expertise in financial planning and his client-first approach.
When he’s not helping clients plan their financial futures, you can usually find him out rock climbing, hiking local trails, planning his next international trip, or spending quality time with friends and family.
CA Insurance Lic#:4104297
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
November 9, 2026
Mia Samson - How You Can Still Build Wealth in Your 20s & 30s, Stock Market and buying a Home | Full Count Podcast
Wealth Advisor Mia Samson steps up to the plate with Andrew Vargas of the Full Count Podcast to demystify personal budgeting for Gen Z, share her experience with the highs and lows of the LA housing market, and explain how small, recurring investments can allow young investors to save big in the long run.
November 6, 2026
Hatem Dhiab - Elections Push for Change, the Discipline Should Stay | Gerber Kawasaki
Following the midterm elections, markets are navigating political uncertainty and renewed volatility in the technology sector. Gerber Kawasaki Managing Partner Hatem Dhiab explains why diversification, discipline, and a long-term investment strategy remain essential, regardless of which party holds power.
November 6, 2026
Jimmy Bisharat - Choosing the Right NIL Agent | Athletes Advisor feat. Vincent Cifarelli
Jimmy Bisharat, GK’s very own Athletes Advisor, is joined by OG1 Contract Advisor Vincent Cifarelli to talk sports agency, the clauses in a contract that athletes should scrutinize before signing anything, and the strategies he uses to empower NIL and NFL athletes alike.
October 28, 2026
Steven Evensen, CFP® - Facing My Fears: The Subscription Audit | Gerber Kawasaki
The Scariest Thing in Your Budget? Your Subscriptions.
How much are those forgotten monthly charges really costing you?
Gerber Kawasaki Financial Advisor Steven Evensen, CFP ®️ faced his own subscription list and uncovered $172.99 in monthly savings!
In his latest article, Steven shares how a simple subscription audit can uncover hidden expenses, free up cash, and turn small savings into long-term financial opportunities.
Ready to face your own financial fears? Read the full article!
October 28, 2026
Dispelling AI Hysteria with David Polak | Future Money Podcast
Artificial intelligence kicked off a technological revolution. Is it about to end humanity?
For this year’s LA Tech Week, Gerber Kawasaki’s Santa Monica office became a one-night town hall to bridge the gap between AI evangelists and AI doomsayers. CEO Ross Gerber and Managing Partners Hatem Dhiab and Ayal Shmilovich, joined by special guest David Polak of Capital Group, took the stage to parse the real causes for concern from the Hollywood fear-mongering around AI.
October 28, 2026
Chase McCormick - The Key to Financial Wellness: Creating A Budget | Gerber Kawasaki
Financial Wellness Starts with a Budget 💰
What if budgeting wasn't about spending less, but enjoying your money more?
Gerber Kawasaki Wealth Planning Associate Chase McCormick shares how creating a plan for your time and money can help eliminate financial stress, build healthy habits, and make room for guilt-free spending.
Discover how the simple 50/30/20 rule can help you take control of your finances without sacrificing the things you love.
Read the full article to get started!
October 23, 2026
SpaceX Beats and Tesla Stumbles | This Week at GK
This week at GK, CEO Ross Gerber and Managing Partner Hatem Dhiab made the rounds on major networks with the release of Q3 earnings for SpaceX and Tesla. While revenue prospects for SpaceX remain positive and demand for electric vehicles is at record highs, Ross and Hatem call into question certain business dealings that they see as potentially troublesome.
October 22, 2026
Hatem Dhiab - "A lot of landmines" surround Tesla/SpaceX merger | Schwab Network
In the wake of Elon Musk openly advocating for Tesla and SpaceX to be combined, Managing Partner Hatem Dhiab joins the Schwab Network to break down the pragmatic case for an acquisition of Tesla, why AI CapEx spending has proven difficult for both companies' margins, and the regulatory hurdles that both companies would have to clear ahead of such a merger.
October 21, 2026
Ross Gerber - Failure to fold Tesla into SpaceX a "huge mess" | Bloomberg
With SpaceX beating Wall Street's estimates for Q3 revenues, GK President and CEO Ross Gerber joins Bloomberg to discuss the upside of SpaceX, its position as a main contender in the AI trade, and why Elon Musk will face more headaches the longer SpaceX and Tesla remain separate companies.
October 21, 2026
Robby Lewis - What the 3.6% Social Security Raise Means for You | Gerber Kawasaki
Your Social Security check is going up in 2027: 3.6%, the biggest cost-of-living bump since 2023.
But the number on paper isn't always the number you feel. Medicare premiums, taxes, and rising costs all take a bite.
Gerber Kawasaki wealth advisor, Robby Lewis, CFP® breaks down what the raise really means for your monthly check, and how to keep more of it.
October 16, 2026
Ross Gerber hosts Market Hang on Yahoo Finance
This week, GK President and CEO Ross Gerber sat in as the guest host of Market Hang, a Yahoo Finance original series. Together, with the help of 16 market experts, he covered a wide range of hot topics from tech valuations and AI spending to EV sales and the bombastic reveal of Tesla’s new Roadster.
