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Ziad Hijazi, CFP®

Investment Advisor Representative

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BIO

Ziad Hijazi is an Investment Advisor with Gerber Kawasaki. The son of Lebanese immigrants, Ziad understands the value of approaching life with empathy for diverse perspectives. His innate ability to put himself in other people's shoes motivates him to positively impact other's lives.

Ziad graduated from Cal Poly, San Luis Obispo, with a BS in Business Administration, concentrating in Finance. His interest in investing was cultivated through his studies during college, where he helped manage $600,000 of the school's endowment. He also received a Minor in Psychology, inspired by his desire to have a deeper understanding of people.

Ziad's driving force has always been to provide for others, mostly by supporting them in pursuing their ambitions. His passion for people, combined with his education in Finance, drew him to the financial planning field, with the objective of helping others achieve their financial goals.

Ziad continues to stay involved in the communities that made him who he is today, serving on the board for the LA Cedars Chapter of the Rotary Club as well as the LA Chapter of the Cal Poly Alumni Association. He also works closely with CaliforLeb, a grassroots organization focused on humanitarian aid to people in Lebanon. During his free time, he loves playing basketball, expanding his knowledge through reading, learning a new recipe to cook, or travelling to new places with friends and family.

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

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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