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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.

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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

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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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Articles & Media

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

Contact US

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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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