We are the only firm focused on serving the LGBT community. Our team has expertise in helping same-sex couples and the LGBT community at large to succeed financially.

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Why we created the LGBT group

The LGBTQ+ community was not represented well in the financial world. There are still a lot of disparities when it comes to financial planning and LGBTQ+ couples. Our investment advisors are specifically focused on the helping the LGBT planning.

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

Robert and Greg are both profoundly involved in charitable LGBT causes and LGBT professional organizations. They understand how important it is to give back to this underserved community and continue to learn the needs of individuals within the community by networking and being involved.

Robert Castillo, CFP® ADPA Investment Advisor Representative

As a self-identifying gay Financial Advisor, Robert has worked with the LGBT community for over 10 years by helping individuals and same-sex couples get ahead by creating a solid financial plan for them. 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 this 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. Before 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 – a milestone Greg considers his greatest achievement as a parent. 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 the 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.