GK Technology and Gaming

As a firm disrupting our own industry, we understand the opportunities and challenges that face our clients who are at the forefront of the tech revolution.  Our goal is to help you accumulate and preserve your wealth.

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Philosophy

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

Established in Santa Monica and growing within the tech boom of Silicon Beach, the GK Technology and Gaming group specializes in helping clients navigate and optimize their financial decisions.  We develop strategies to manage and protect your wealth in the most tax-efficient manner. Whether you are just getting started, a firm founder, a successful executive, or going through a liquidity event, we analyze your situation, put together a customized, comprehensive plan and work alongside you to successfully implement it.

Our specialties include (but are not limited to):

  • Stock options, Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs)
  • Asset allocation and diversification
  • Wealth protection and estate planning
  • Strategies to reduce risk on concentrated stock positions
  • Retirement and defined benefit plans

Media

The Future of Money Podcast Latest Youtube Video

Advisors

Matthew Iantosca, CFP® AEP® Managing Partner &
Director of Wealth Management
Nick Licouris, CFP® CDFA® Investment Advisor Representative
Ayal Shmilovich, CPWA® Managing Partner
Email:
ayal@gerberkawasaki.com
Twitter:
ayalshmilovich
LinkedIn:
ayal
Zachary Bainter, CFP® Managing Partner
Email:
zach@gerberkawasaki.com
Twitter:
zvbfor3
LinkedIn:
zacharybainter
Hatem Dhiab, CFP® Managing Partner
Email:
hatem@gerberkawasaki.com
Twitter:
hatemdhiab
LinkedIn:
hatemdhiab