

Who We Are
At Gerber Kawasaki, we provide expert financial planning, investment guidance, and portfolio management tailored to professionals in the sports industry—whether you’re competing on the field or driving success behind the scenes. Through strategic planning and personalized service, we’ll help you build, manage, and protect your wealth at every stage from rookie to retirement. Together, we’ll ensure your financial legacy is as strong as your career.
Programs
For athletes or sports professionals, the playbook for financial success is the same.
Wealth Building
Wealth Management
High Net Worth
Financial Education
Tax Estimate Guidance
Personalized Financial Planning
Account Setup & Investment Management
Exclusive Events & Network Access
Business Entity Evaluation
Lifestyle Management
Estate & Insurance Planning
Real Estate Investment Consulting
Advanced Tax Strategies
Wealth & Preservation & Income Generation
Retirement Lifestyle Planning
Generational Wealth Planning
Philanthropy & Charitable Planning
Cutting-Edge Financial Technology Tools
Investment Management
Here’s how Gerber Kawasaki typically manages money:
Investment Themes

Technology:
Chips & AI
Gerber Kawasaki invests in innovative companies at the forefront of AI and technology, focusing on high-growth sectors with long-term value potential. They actively select companies with strong fundamentals and scalable models, managing risk through diversification and active portfolio management.
Climate Change:
Transportation & Energy
Gerber Kawasaki identifies companies driving the transition to a low-carbon economy, focusing on renewable energy and sustainable practices. They aim to generate returns while contributing to environmental stewardship and reducing their portfolios' carbon footprint.


Consumer Brands:
Streaming, Sports, Gaming
& Social Media
Gerber Kawasaki invests in industry-leading consumer brands with strong growth potential and adaptability to changing behaviors. This strategy leverages brand loyalty and technological advancements to ensure long-term growth in clients' portfolios.
Articles & Media
September 6, 2024
Let's Talk Money: Navigating Finances As A Millennial | Gerber Kawasaki
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!

July 5, 2024
NIL Changes are Transforming College Athletics | Jimmy Bisharat
The passing of recent legislation has completely transformed the opportunities available to college athletes. GK Financial Advisor Jimmy Bisharat shares how Gerber Kawasaki’s NIL Division is helping NCAA athletes take control of their finances.

About Jimmy Bisharat

Jimmy Bisharat
With a passion for helping young professionals and athletes navigate financial hurdles, Jimmy Bisharat understands what it takes to successfully plan your future. As the son of a business owner, Jimmy learned the value of hard work and consistency from a young age, which has crafted his dedication to dominating the financial landscape for the past fifteen years. Jimmy’s early lessons in grit and dedication became the foundation of his success at just 25 years old. Jimmy’s financial journey began early, when his father introduced him to the stock market as a child. Encouraged to become financially literate, Jimmy started exploring the economics of business and markets. Soon enough, he was running small businesses and identifying investments that showed “promising innovation.” This entrepreneurial mindset led Jimmy to realize that the best investment he could make was in his own future. Jimmy’s passion for finance grew as he attended San Diego State University, where he earned a degree in Business Administration with an emphasis in Finance. His time in college coincided with the COVID-19 pandemic, which drove a surge of interest in the stock market among his generation. While his peers were just starting to dive in, Jimmy quickly became their go-to resource for investment advice. As an AthleteNSBC certified Wealth Advisor, Jimmy leads the Sports Industry Wealth Management program at Gerber Kawasaki. As a leading expert in the field and Board Member for the NIL Spot, Jimmy lives his dream of helping athletes build financial legacies. Outside of the office, he volunteers with the ConNEXTions foundation and the California Transfer Support Network, where he is at the forefront of helping young athletes navigate the finances of NIL (Name, Image, and Likeness) deals. Jimmy also sponsors and volunteers at youth camps around California with TruEdge Sports and FlexWorks Management, to encourage families to begin college planning early. After years of dedication to both his craft and his clients, Jimmy continues his mission to help athletes and individuals alike to change the narrative and avoid financial pitfalls to create lasting legacies they can be proud of.
Contact US
Serving families, individuals, and businesses in Greater Los Angeles and across the globe.
Meet with a Gerber Kawasaki investment advisor in the way that works for you. We will review your financial situation and build a plan to help you pursue your financial goals.
2347 Main St.
Santa Monica, CA 90405
info@gerberkawasaki.com | 310.441.9393
GK LEGAL DOCUMENTS:
Privacy Policy
Code of Ethics
ADV Brochure
Disclosures
Form CRS
RESOURCES:
Blog and News
MyMoneyPage App
Careers
Friday Newsletter Sign-up
GK Brochure








