BIO
Shawn DaCruz, Wealth Advisor at Gerber Kawasaki, specializes in working with software engineers and tech professionals who hold concentrated stock positions. Based in Los Angeles, Shawn helps clients navigate the complexities of equity compensation, diversification strategies, and long-term financial planning. Originally from New England, Shawn holds a Doctor of Pharmacy (PharmD) from the University of Saint Joseph in Connecticut.
Shawn’s passion for investing began during his undergraduate years, when he started actively trading stocks. Although he didn’t initially view it as a career path, his interest in the markets continued to grow. What began as a personal interest ultimately evolved into a professional calling. His insights and commitment to investor education led to a feature in The Wall Street Journal, where he was recognized for leveraging social media to connect with and empower new investors.
While working as a pharmacist, Shawn created financial newsletters and launched a stock market-themed merchandise shop. His self-taught journey into investing inspired him to transition full-time into wealth management.
Shawn was drawn to Gerber Kawasaki for its shared focus on innovation and tech. He is passionate about helping individuals in the tech industry grow their wealth by creating personalized financial plans centered around their goals.
Now based in Los Angeles, Shawn lives with his wife, their son Beckham, and their two dogs. Outside of work, he enjoys spending time outdoors and staying up to date on the latest trends in finance and technology.
MEDIA
December 10, 2024
Chasing Finance | Can I Afford A Kid? with Shawn DaCruz
Diapers. Child Care. Luxury Fashion Items In Baby Sizes.
While the creation of life is one of the most miraculous aspects of humanity, it’s also one of the most expensive. This week I chat with, GK Financial Advisor and recent father, Shawn DaCruz to find out if I can afford a kid.
October 1, 2024
Shawn DaCruz - The Importance of Life Insurance Young Families | Gerber Kawasaki
While Life Insurance is often over-looked by younger families, the benefits of knowing your family is protected is invaluable. This month, GK Financial Advisor Shawn DaCruz explains how starting early can help you save big down the line.
August 16, 2024
Shawn DaCruz - The Power of 529 Plans: Setting Your Child Up for Success | Gerber Kawasaki
As a recent father, no one understands the benefits of starting a 529 early better than GK Financial Advisor Shawn DaCruz. Here’s how Shawn is using the benefits of a 529 Savings Plan to evade college debt for his son.
January 10, 2024
Shawn DaCruz - Setting Financial Goals Will Change Your Life | Gerber Kawasaki
Setting financial goals is the key to a successful year, and nobody knows that better than GK Financial Advisor Shawn DaCruz. If you haven’t established your targets for the year, here is why you should start.
November 3, 2023
Shawn DaCruz - The Best Holiday Gift Is Savings | Gerber Kawasaki
As the holidays approach, don’t forget that one of the best gift you can give yourself is saving for your future. Saving for your retirement and ensuring your children’s education using 401K and 529 plans, are two presents that carry more weight than most material gifts. But hurry, the December 31st deadline is approaching.
