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:
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
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.
Socials
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.
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
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