A new generation of financial advisors
During the financial crisis, brand-name financial institutions destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long-time friends, that a new paradigm for wealth and investment management was needed and they were the people who could offer it.
With offices in Santa Monica, CA and San Francisco, CA, and over $1.8 Billion in assets under management as of 2/2/21, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a client's life.
Unlike many financial advisors who focus on high-net-worth investors, Gerber Kawasaki has solutions for investors of all levels. Whether you are an experienced investor seeking independent advice or first-time investors looking to build a financial plan, we have a path for you. We offer two financial planning programs: Wealth Building is designed for younger individuals and their families, aged 25-45, who are seeking advice on investment strategies to grow their wealth and accomplish life goals. Wealth Management is aimed at more seasoned investors seeking customized portfolio management and financial planning. The firm serves more than 7,000 families across the country.
We Are the Newsmakers of Our Industry
Our CEO, Ross Gerber, is one of the most prominent investors around the globe. He is followed by tens of thousands of investors on social media and a frequent guest on CNN, CNBC, Fox Business News, and Reuters, as well as a contributing writer for Forbes.com. Ross is featured in the media as well as in the foreign press each week discussing the firm's expertise in technology, media, and entertainment companies. COO Danilo Kawasaki is ranked as one of the top 40 financial advisors under 40 according to Investment News 2018 rankings. Publications such as The Wall Street Journal, Washington Post, Marketwatch, and many more have sought out the founders of Gerber Kawasaki, not only for their investment acumen and market insight but to profile the unique experience the company offers to families it works with.
Technology Plus Human Experience
We believe the best way to serve our clients is by leveraging technology to improve the client experience and investment results. Technology in our industry has greatly advanced over the years, however, we believe in the power of human touch. Our strategy includes leveraging technology to improve the investment experience while still exercising human judgment. We are dedicated to keeping our clients informed through social and traditional media. We communicate with our clients by phone, email, video chat, or in person. We’ve developed an app called myMoneyPage that allows you to access important information through the convenience of a mobile device. We utilize quantitative analysis to assess risks and maximize opportunities while always being mindful of risk. Our highly complex portfolios are designed and overseen by an investment committee, rigorously tested through risk analysis. We believe in leveraging technology without losing the human insight of an experienced investment advisor.
Diversity is our Strength
Gerber Kawasaki believes that diversity is one of our greatest strengths. Based in Los Angeles, CA, one of the most diverse cities in the world, we understand that we must represent the communities we serve. We know that many of our clients feel more comfortable communicating in their first language, especially when it comes to discussing money. Investing in US stocks is key to building wealth no matter where you are from. Feel free to contact us to review your financial situation in your home language. Gerber Kawasaki advisors speak 8 major languages, and we have US-based clients from all over the world.