GK in San Francisco

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Whether you need help planning for retirement or maximizing your company stock, Gerber Kawasaki brings a new approach to financial planning and investment management. Beginning with an in-person meeting, we take the time to learn about your unique financial situation and customize a plan for you.

Most advisors take a simplistic approach to money management by using basic financial planning models and index funds. We recognize your situation is more complex and deserves a holistic financial plan. At Gerber Kawasaki, we recommend an investment allocation that is tailored to you.