A new generation of financial advisors
In the wake of the financial crisis, many brand-name financial institutions had 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 not only needed, but that they were the people to do it.
Headquartered in Santa Monica, CA, and with over $585 Million in assets under management, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life.
We have an investment Program for you
Unlike many advisors and managers who only seek out the high net worth investor, Gerber Kawasaki offers two financial planning programs, wealth building and wealth management. Wealth building is most often geared at younger individuals and their families, aged 25-45, who are seeking advice and investments which will grow their wealth and help them pursue their unique investment goals. Wealth Management is aimed at more affluent clients and investors. The firm serves more than 4000 families across the country.
A new model for how investment companies conduct business.
The firm has a mobile app available on all iOS devices that enables its clients access to their financial plan, news, customized portfolios and advisor team, 24/7, from their laptop, phone or tablet. The firm has an advanced technology platform and utilizes social media to enhance the client experience. Serving a large, national clientele, the firms' highly mobile financial advisors conduct a constant dialogue with over 30,000 Facebook friends and 30,000 Twitter followers, and meet often with our national clients and family via Skype/Facetime.
We are the opinion and news makers of our industry
Our CEO Ross Gerber is a frequent guest on CNN, Bloomberg TV, CNBC, Fox Business News, and Reuters, as well as a contributing writer for Forbes.com. Publications such as The New York Times, The LA Times, The Wall Street Journal, Wealth Management, RIA Biz, Financial Planning, Reuters, Yahoo! Finance and many others have sought out the founders of Gerber Kawasaki, not only for their investment acumen and market insight, but to profile the unique experience and level of innovation this company offers the families it works with.
Diversity is our Strength
Gerber Kawasaki believes that diversity is one of our strengths. Being based in Los Angeles, one of the most diverse cities in the world, we believe that to effectively serve the community, we must represent it. We know that many of our clients feel more comfortable communicating in their first language, expecially when it comes to discussing money. Feel free to contact us to review your financial situation in your home language. The following representatives fluently speak these languages: