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Hatem Dhiab, CFP® CIMA®

Managing Partner

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BIO

Hatem Dhiab is a Founding and Managing Partner at Gerber Kawasaki Wealth and Investment Management, he has a unique background that enables him to appeal to clients from diverse backgrounds. Raised in a racially mixed family of bankers in Tunisia and France, he learned to be adaptable, self-reliant, and responsible from an early age. 

 

Hatem moved to the US at the age of 18 to attend university and pursue his dream career on Wall Street. Hatem graduated Magna Cum Laude with a degree in International Business and Finance at CSULA. After college, he resolved to build a career in finance. With an aptitude for numbers and entrepreneurship,  It was apparent that wealth & investment management were the most exciting and suitable places for his ethics and talents. This career path provided Hatem with the ability to grow personally, help real people with tangible goals and aspirations, research and direct investments, and build long-lasting relationships. Hatem received a certificate in Personal Financial Planning from Bryant University and he is a CFP® professional.

 

Hatem's success is a testament to his ability to listen, understand his client's needs, help them clarify and prioritize their financial goals, and implement a plan of action while continually monitoring and educating. His knowledge of advanced planning techniques and complex tax issues allows him to understand the bigger picture and coordinate with his client's team of professionals.

 

Hatem’s clients are mostly accomplished executives, professionals, and entrepreneurs. They all deserve modern, unbiased, independent financial advice aligned with their goals and tolerance for risk. Hatem’s strength lies in working closely with them to develop customized investment strategies that meet their evolving needs. He then aligns those investment strategies within the broader wealth management architecture while constantly identifying new opportunities. Seeing his clients succeed and helping them achieve their goals is Hatem’s greatest honor and joy.

 

Hatem is often a guest on major TV networks discussing financial trends and his views on media, technology, and innovation. He founded the popular GK podcast Future Money and is deeply involved in the Los Angeles Technology and start-up scene. He’s also a member of the Entrepreneurs Organization Los Angeles chapter. Within GK, Hatem leads both the technology, High Net Worth, and international groups where he works with ex-pats and foreign nationals on cross-border planning, international investments, and complex strategies.

In addition to his professional achievements, Hatem is on the Board of Trustees of Selfless Love Foundation, a non-profit dedicated to transforming the lives of current and former foster kids through awareness and partnerships. 

 

A Venice Beach resident, he enjoys being active and the outdoors while indulging his love for his family, friends, travel, and wine. He is an avid reader interested in tech entrepreneurship, world politics, and business.

CA Insurance Lic:#0E93364

Designation Disclaimers

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

https://www.finra.org/investors/professional-designations/cfp

“CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®):

The Certified Investment Management Analyst® (CIMA®) certification is a prestigious designation for investment professionals. It focuses on practical portfolio construction and wealth management strategies. The CIMA® designation is issued by the Investments and Wealth Institute.

 

Initial Certification Requirements:

  • Experience: Have a minimum of three years of verified work experience in the financial services sector.

  • Education: Complete an executive education program through an approved provider (University of Chicago Booth School of Business, the Yale School of Management, or Portfolio Construction Forum), focusing on investment management principles and practices.

  • Exams: Pass the CIMA® Certification exam, demonstrating a strong grasp of investment analysis, portfolio management, and ethical conduct in financial services.

 

Ongoing Requirements:

  • Continuing Education: CIMA® recipients must complete 40 credit-hours of continuing education within a 2-year period.

  • Ethics: CIMA® recipients are required to adhere to the Investments & Wealth Institute Code of Professional Responsibility.”

MEDIA

January 20, 2022

On Voaltility

Thomas Donnelly, CFP shares his thinking on the volatility we’ve seen in the market recently. Volatility, in this context, refers to the price movement of a stock up or down and is synonymous with risk. Keep reading and find out how he structures his thinking and portfolio in these times.

https://www.linkedin.com/pulse/volatility-gerberkawasaki

#gkviewpoint #volatility #stockmarket #tesla #tsl #investor #cfp #microsoft

January 27, 2022

5 Things The IRS Wants You To Know

Our GK Tax team wants to make your life easier. They are giving constant updates to our clients and followers on the most important things you need to know before the end of tax season. Listed below are things that the IRS WANTS you to know.

https://www.linkedin.com/pulse/5-things-irs-wants-you-know-gerberkawasaki

#gkviewpoint #tax #accounting #taxseason #irs #taxfiling

February 10, 2022

7 Important Inflation-Based Tax Changes to Know for 2022

Make sure that you are planning accordingly because a lot has changed this year when it comes to your taxes. Some of these adjustments include alternative minimum tax, gift tax, and employee contributions to 401(k)s. Reach out to our tax department if you have questions about how all of this may affect you.

February 22, 2022

Deborah Talks - Why So Much Shame Around Money?

On this week's episode of Money Talks, Wendy welcomes Deborah Fryman. Deborah recently sold her house in LA and moved to Washington State, where she is now living her best financially free life. Listen to the full episode to learn about Deborah's battle with foreclosure and why it always pays off to seek help and ask questions.

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