Set your goals, do your budget, track your net worth, follow the news and monitor your accounts. All with help from a Gerber Kawasaki financial advisor.
All you need to know about your money in one place. Get started online or download My Money Page.
Access to your own dedicated financial advisor
Anytime you need help, have questions or simply want to open an account, your Gerber Kawasaki dedicated advisor is always here to help. Get the support you need to make your plan work, but also the guidance of an experienced advisor, no matter how much money you have! This is the first online financial solution that also gives you access to a real human being.
Manage your budget, Track your net worth
Set your budget, see how much money you can save and where to allocate it. Track your net worth and progress all in a secure environment. No personal account numbers and passwords to input. A simple interface to see where you're at and what you need to do to reach your financial goals.
Calculate your financial needs, Check and manage your accounts all in one place.
Use our customized calculators to determine how much you need to save and how to allocate your investments to reach your goals. Create your own goals and design a plan that works for you. Access your accounts and portfolios if you are a client of Gerber Kawasaki.
Build your financial plan and goals, Compare your progress with your friends
Find out if you are on track to reach your short and long term goals. Retirement, college savings, planning a wedding or the family vacation. Set your goals and we'll show you what it take to pursue them. Are you doing what you need to reach your goals, see how you rank relative to your friends.