We help same-sex couples and the LGBT community at large by empowering and educating them to make the best possible decisions to reach their financial goals.

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Our goal at Gerber Kawasaki is to democratize financial advice. We believe everyone is entitled to a solid financial plan.

Gerber Kawasaki LGBT group provides comprehensive financial planning services to the LGBT community. Our mission is to leverage our expertise in helping same-sex couples determine the financial consequences of getting married or forming a domestic partnership. We strive to gain complete trust of our LGBT clients by being transparent in our approach in helping them plan for their financial goals.

The group is led by Robert Castillo and Greg Fields, both devoted to the LGBT community through personal ties. Robert and Greg are both highly involved in charitable LGBT causes because they know how important it is to give back to this underserved community. They are also involved in LGBT professional organizations because they prefer to build their network around the community.

Robert Castillo, ADPA Investment Advisor Representative

As a self-identifying gay Financial Advisor, Robert has worked with the LGBT community for 10 years by helping individuals and same-sex couples get ahead by creating a solid financial plan. When same-sex marriage became legal in 2015, Robert knew that many couples would have questions surrounding the financial repercussions of getting married. He decided to learn more about same-sex marriage and domestic partnerships by becoming an accredited domestic partnership advisor that same year. Robert has become an expert in helping his community because he knows that there are few resources available to them. In 2018, Robert won a national diversity award granted by the Financial Planning Association for promoting his services within the LGBT community.

Greg Fields Investment Advisor Representative

Greg has been an ally of the LGBT community for many years and is a champion of diversity. Prior to Gerber Kawasaki, he worked with LA Pride as a consultant and today he regularly volunteers for the LGBT center in West Hollywood. Greg's son self-identified as gay when he was just 13 years old ‚Äď a milestone Greg considers his greatest achievement as a parent. Merrill Lynch, where Greg began his career, awarded him a special marketing grant for hosting LGBT events to promote financial literacy. Now as an independent investment advisor, Greg understands the financial challenges and idiosyncrasies unique to the LGBT community. Before the Supreme Court upheld Obergefell vs. Hodges, there were few conventional financial resources available to LGBT community. Today, Greg believes the community is still underserved and deserves the best possible financial guidance.

Thomas Donnelly, JD, CFP® Investment Advisor Representative

Thomas is a CERTIFIED FINANCIAL PLANNER™ who, among other things, specializes in comprehensive financial planning for the LGBT community. Before joining Gerber Kawasaki, he was Head of Client Solutions for AdvicePeriod, and before that he owned and operated Calamus Financial, a boutique financial planning practice where he focused his expertise on serving sexual and gender minorities and others in non-traditional relationships, solving their unique and complex financial planning problems. He has significant experience in advanced tax and estate planning, including for multi-generational and multi-partner families. Thomas earned his JD from Saint Louis University School of Law and his Masters in Education from the State University of New York at Buffalo. He lives in West Hollywood with his partner of 16 years and their two puggles, and is a proud member of the Academy of Magical Arts and its clubhouse, the world-famous Magic Castle.