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

Our clients include many of the top technology and gaming companies such as Google, Apple, Facebook, Slack, Microsoft, Sony PlayStation, Nvidia, Riot Games, Activision, Electronic Arts, and Square Enix.

Matthew Iantosca, CFP® Managing Partner &
Director of Wealth Management

Prior to becoming a Financial Advisor, Matt Iantosca was a professional gamer who started out playing Counter-Strike in local tournaments where he and his team would often win! His skill and dedication led him to compete at the largest eSports tournaments in the world, often representing the US in international competitions, equivalent to the “Olympics of eSports.” Matt knows firsthand the rare and unique lifestyle of a professional gamer. Matt parlayed his passion for gaming into becoming a successful Financial Advisor and works with employees and gamers who represent many of the largest entertainment companies in the world. Matt was named one of America's Top Next-Gen Wealth Advisors by Shook Research and Forbes.

Nick Licouris, CDFA® Investment Advisor Representative

From a young age, Nick has always been embedded in the video game world. He found his passion when he was introduced to his first PC game, Diablo. From there, he was forever linked to the gaming industry. Nick takes pride in easing the financial stress his clients often feel and has become a subject matter expert preparing comprehensive financial plans for them. Through ongoing education and communication, Nick aims to give clients the tools to understand complex financial topics, leaving them feeling empowered and on track to reach their goals.

Ayal Shmilovich Managing Partner
Email:
ayal@gerberkawasaki.com
Twitter:
ayalshmilovich
LinkedIn:
ayal

Ayal works with technology clients ranging from startup entrepreneurs to aerospace engineers, to executives of multinational corporations. Many of his clients have advanced financial planning needs such as understanding stock options and equity compensation, complex tax issues, company valuation, and corporate benefits planning, all which Ayal is a subject matter expert. Ayal appreciates how quickly technology companies can change the world and because of this, he seeks to help his clients in that transformation. Ayal is proud to be part of a "New Generation of Financial Advisors" who use social media and the latest technology to enhance the client experience and increase their investment potential; however, never as a replacement for the human element.

Zachary Bainter, CFP® Managing Partner
Email:
zach@gerberkawasaki.com
Twitter:
zvbfor3
LinkedIn:
zacharybainter

As part of a holistic and comprehensive financial plan, Zach helps his clients navigate the complex world of equity compensation. Many of his clients come to him with questions about how to manage their concentration in company stock. He has helped create strategies in maximizing Incentive Stock Options, Non-Qualified Stock Options, and Employee Stock Purchase Plans. Zach strategically diversifies assets and creates financial plan tailored to the client’s needs. He ensures that his clients have dynamic financial plans to address and protect their lives.