How Gerber Kawasaki Works
Gerber Kawasaki is a full service financial planning and investment advisory firm. We develop customized financial plans for clients at all stages of the wealth accumulation journey. Unlike many firms that only provide information or advice, we actually implement your financial plan and help you manage your accounts. Depending on your situation, Gerber Kawasaki has two financial planning programs, our Wealth Building plan for younger individuals and families and our Wealth Management plan for established investors.
Take the first step by gathering your financial information and statements, and think about your financial goals.
Contact Gerber Kawasaki and schedule a complimentary in person, phone or video appointment with one of our licensed advisors. We will review your situation and put together your financial plan.
Your Gerber Kawasaki advisor will help you implement your financial plan and will continually monitor and manage your investments to help you reach your financial goals.
We work with you to help simplify your life, build financial independence and ultimately help make your life richer and more fun. Learn more, join our community and get help now! Contact us to get your financial plan.