GK LGBT Group

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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Philosophy

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

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, 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.