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SPORTS INDUSTRY WEALTH MANAGEMENT

Field to Front Office Financial Solutions

Who We Are

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

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

Investment Management

Here’s how Gerber Kawasaki typically manages money:

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1. Thematic & Impact Investing

Gerber Kawasaki employs a thematic approach to identify transformative trends in technology, climate change, and consumer sectors. The firm focuses on companies that are positioned to benefit from these trends, with an emphasis on those making a positive social and environmental impact.

Investment Themes

Tech & AI Image

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.

Climate image
Consumer

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

Socials

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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!

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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.

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January 29, 2025

NFL Tax Planning: Understanding How Much Athletes Really Keep | Jimmy Bisharat

Have you ever wondered how much NFL players pay in taxes every year? GK Athlete Advisor, Jimmy Bisharat, breaks down Ceedee Lambs groundbreaking contract from a tax perspective.

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Contact Us

Contact US

Official Logo WIM white
Official Logo WIM white

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

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