We have no investment minimums and we want to develop a long-term, personal relationship with you. We learn about you and your needs, goals, and dreams. We use a holistic approach to financial planning, educating you about your financial planning needs, and then work diligently to create a customized plan for you. We focus on impact investing which directs investment capital to companies that seek to combat climate change and environmental destruction all while promoting corporate responsibility.
Independence to focus on your best interest
A personalized financial plan for you
We educate and inform
Low fees and expenses
State of the art technology and communication platform
In house, proprietary investment research
Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are featured in major financial news networks worldwide. We proudly promote diversity, community, and integrity. Every day, we strive to make a difference in our community by supporting local businesses, charities, and educating a new generation of investors.