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Robby Lewis

Investment Advisor Representative

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BIO

Robby Lewis is an Investment Advisor Representative at Gerber Kawasaki. He is a third-generation Angelino who grew up in the Sherman Oaks area and graduated from UC Davis with a degree in Economics and a minor in Finance.

Robby's career began as a project financial consultant in aerospace, working for NASA Jet Propulsion Laboratory (JPL) on key missions, most recently on Perseverance (Mars 2020 Rover). While working on these large-scale projects was rewarding, Robby craved the opportunity to connect on a more intimate level with people. He realized he could cultivate these connections by becoming an investment advisor, whereby he could use his education to work more closely with individuals and families and affect their lives.

As a first-generation college graduate, Robby took it upon himself to understand how to save, plan, and prioritize financial security. Robby understands that finances and investing can be intimidating, and he prides himself on his patience and empathy. These qualities allow him to gain a deeper understanding of his clients and their needs.

When Robby is not working, you can find him hiking or running, watching the Lakers and Dodgers, or camping at a national park.

MEDIA

May 2, 2024

Jeff Kim - Roth vs. Traditional | Gerber Kawasaki

An economic debate as old as time: Is the traditional 401(k) or Roth 401(k) more beneficial? The short answer: it depends on your current financial situation. Before making your decision, check in with Financial Advisor and Corporate Retirement Plan Specialist Jeff Kim for an unbiased report on the pros and cons of each.

March 21, 2024

Jeff Kim - Fiduciary 401(k) | Gerber Kawasaki

Sponsoring a 401(k) plan is a fiduciary responsibility that should not be taken lightly. In this article, GK’s Corporate Retirement Plan Specialist Jeff Kim outlines how to craft a plan that is beneficial to employees and business owners.

September 29, 2023

Navigating New State Mandates On Employer Sponsored Retirement Plans | Jeff Kim

Many States across the U.S. have passed legislations to mandate all small businesses to offer retirement plans to their employees. Check in with Jeff Kim CFP®, head of GK’s Corporate Retirement Program to make sure you are taking full advantage of your retirement plan.

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