Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan, we are the firm for you!

Gerber Kawasaki is a team of experienced investment advisors utilizing the latest technology to educate and inform you on how to achieve your financial goals.

We have two financial planning programs for our clients:

WEALTH BUILDING

Younger individuals and families looking to create and implement a financial plan to grow their assets.

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WEALTH MANAGEMENT

Investors looking for full service, personalized investment advice and portfolio management.

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WORK with a financial advisor.
BUILD your financial plan online.
ENJOY financial freedom.

Set your goals, do your budget, track your net worth, and follow your accounts. Best of all get help from a Gerber Kawasaki financial advisor.

All the information you need to know about your money in one place. Get started online or download My Money Page.

Our free online financial plan

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Proper Wealth Management is both a science and an art form

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The Secret to Building Your Wealth is having a financial plan

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Retirement Planning

A comfortable retirement is the dream of many Americans, but financial independence is more difficult than ever. Retirement planning is complicated, that is why we are here to help.

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College Education Planning

A college education is a necessary part of preparing your children for the future. Unfortunately college is very expensive and the cost is only rising. We can help.

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Life Insurance

Life insurance is not only a tool to protect loved ones; it can also be a sound financial investment with tax advantages.

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Business Owners

We partner with business owners to provide retirement plans, key man and health insurance.

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Servicios de asesoramiento de inversión y seguros fijo ofrecido a través de Gerber Kawasaki, Inc., un asesor de inversiones registrado, y miembro de SIPC.

Esta comunicación es estrictamente para las personas que residen en los estados de AZ, CA, CO, FL, GA, HI, IL, IN, MI, MN, NH, NJ, NM, NV, NY, OR, PA, RI, TX, UT, VA, WA. No ofrecemos ni aceptamos ofertas de cualquier residente fuera del estado(s) referidos.

Documentos legales de Gerber Kawasaki: Politica de Privacidad, Codigo de Ética, Folleto de ADV, Revelaciones

Información de contacto

2716 Ocean Park Blvd. #2022

Santa Monica, CA 90405

Teléfono: 310.441.9393