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Shawn DaCruz

Investment Advisor Representative

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BIO

Shawn DaCruz is an Investment Advisor Representative with Gerber Kawasaki. Shawn recently relocated to California from New England, where he was born and raised. He earned his undergraduate degree in Biology from Western New England University in Springfield, Massachusetts and Doctor of Pharmacy from the University of Saint Joseph in Hartford, Connecticut.

From an early age, Shawn has held a strong interest in the stock market. While in college, Shawn began trading stocks on his own, realizing his passion for financial investment while studying to become a pharmacist. His devotion grew after finishing his advanced degree as a PharmD. Shawn was caught immersed in market exploration, captivated by complex trading strategies. Shawn quickly became established in social media's financial space, becoming featured in the Wall Street Journal, highlighting his passion and accomplishment in investments through the use of social media. While practicing as a Pharmacist, Shawn found himself creating financial newsletters and establishing an online stock market merchandise shop. His unconventional path to investing through independent study inspired him to reroute his career to work he enjoys both in and outside the office. Shawn aspires to educate and inspire others interested in establishing or expanding their personal portfolio. He holds a special interest in those who are not confident in investment decisions, looking to help navigate and explore options specific to each investor's intrigue.

Shawn was drawn from his east coast roots to Gerber Kawasaki due to a shared interest in impact investing. Both Shawn and his firm are captivated by innovation and development, investing in many disruptive technologies.

Currently residing in Venice, Shawn enjoys spending time outside with his two dogs and fiancée.

MEDIA

July 19, 2024

Shawn DaCruz - Financial Independence | Gerber Kawasaki

Financial freedom means something different to everyone. That’s why GK Financial Advisor Shawn DaCruz works with his clients to set achievable financial goals over time.

June 17, 2024

Shawn DaCruz - Vacation Planning | Gerber Kawasaki

Impulsive traveling is one of the easiest ways to interfere with your savings goals. If you’re dreaming of a summer vacation, GK Financial Advisor Shawn DaCruz shares five ways to do it guilt-free.

April 10, 2024

Shawn DaCruz - Maximizing Your Tax Returns | Gerber Kawasaki

As tax returns begin coming in, Financial Advisors like Shawn DaCruz are urging clients to invest the money in their future. Before spending your return on a shopping spree, here are some things to consider.

April 5, 2024

Shawn DaCruz - Ideas For Concentrated Stock Positions | Gerber Kawasaki

Is a significant portion of your wealth tied up in stock? GK Financial Advisor Shawn DaCruz shares these ideas on how you can diversify your concentrated stock position.

March 14, 2024

Shawn DaCruz - Backdoor Roth IRA | Gerber Kawasaki

Are you a high net worth individual looking to maximize your savings this tax season. Luckily, Financial Advisor Shawn Dacruz has you covered! Read this article to find out if the Backdoor IRA is right for you.

January 10, 2024

Shawn DaCruz - Setting Financial Goals Will Change Your Life | Gerber Kawasaki

Setting financial goals is the key to a successful year, and nobody knows that better than GK Financial Advisor Shawn DaCruz. If you haven’t established your targets for the year, here is why you should start.

November 3, 2023

Shawn DaCruz - The Best Holiday Gift Is Savings | Gerber Kawasaki

As the holidays approach, don’t forget that one of the best gift you can give yourself is saving for your future. Saving for your retirement and ensuring your children’s education using 401K and 529 plans, are two presents that carry more weight than most material gifts. But hurry, the December 31st deadline is approaching.

October 9, 2023

Shawn DaCruz - Take Control of Your Finance | Gerber Kawasaki

Having trouble sticking to your budget? Check in with GK Financial Advisor Shawn DaCruz to hear how you can refine your budgeting skills.

September 14, 2023

Shawn DaCruz - Term Insurance | Gerber Kawasaki

Are you looking to secure your family’s financial future? Financial Advisor Shawn DaCruz breaks down term insurance to help readers understand how it can help you protect your assets and ease debt burdens.

July 10, 2023

The Path to Financial Independence | Shawn DaCruz

Financial Advisor Shawn DaCruz discusses how diligence and discipline are crucial when working to achieve financial independence.

June 14, 2023

How To Save For Your Dream Vacation!

Having trouble saving for your dream vacation? Here are some tips from Financial Advisor Shawn DaCruz on how to afford that trip you’ve always fantasized about.

May 10, 2023

Pay yourself first!

One of the key principles of behavioral finance is the concept of paying yourself first. Paying yourself first suggests that before we spend money on anything else, we should put some of it away for our future goals. In this article, Financial Advisor Shawn DaCruz explains how setting up investment accounts and monthly contributions can help us pay ourselves first and how this can benefit our spending habits.

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