BIO
Ayal Shmilovich is a Managing Partner with Gerber Kawasaki Wealth and Investment Management. Ayal was born and raised in Los Angeles. He received his Bachelor’s Degree from UCLA and his Master’s Degree from the University of Florida. Ayal always had an interest in investment and wealth management, but he also had a great desire to help others; therefore, he sought a career and a firm that would help him merge his two great passions: people and finance.
With an educational background in psychology, Ayal was fascinated by how emotions and relationships affected people’s financial decisions and that many times, this got in the way of financial success. So, Ayal sought to help people overcome these biases and build a better future for themselves. Ayal believes in creating very strong, meaningful relationships with all of his clients and helping them achieve all of their goals. He enjoys taking the time to get to know each of his clients, their families, goals, and dreams. By getting to know each of his clients on a very personal level, Ayal can create a highly customized plan that fits their specific needs. He also takes pride in knowing that he will be present to guide them through all their life changes and events.
Ayal specializes in working with clients in the technology sector because he enjoys working with people who are focused on changing the world around them and are never happy with the status quo. Ayal is proud to be part of “A New Generation of Financial Advisors” at Gerber Kawasaki, who who use social media and the latest technologies to augment and enhance the clients’ experience and increase their investment potential; however, he never seeks to replace the human element. His relationships and communication with his clients are paramount to him.
Ayal works with technology clients ranging from startup entrepreneurs, to aerospace engineers, to executives of multinational corporations. Many of his clients have advanced financial planning needs such as understanding stock options, complex tax issues, company valuation, philanthropy, and advanced estate planning.
As a founding member of Gerber Kawasaki, Ayal has multiple roles in the firm. In addition to managing his clients’ finances, he is part of the Gerber Kawasaki Management Team and a member of its Investment Advisory Committee, through which he helps the firm manage portfolios and select investments for clients. He also co-founded the GK Technology Group and the GK Sports and Entertainment Group.
When he is not working, Ayal loves spending time with his son. He and his son both love playing and watching sports and are avid Lakers and Rams fans. Ayal also spends time advocating for the Jewish community and Israel.
CA Insurance Lic:#0G76537
Designation Disclaimers
Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It's designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.
Minimum qualifications to obtain and maintain the CPWA® certification include: Bachelor's degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA license; A satisfactory record of ethical conduct, as determined by IMCA's Admissions Committee; Five years of professional client-centered experience in financial services or a related industry; Six-month pre-study educational component; In-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management; Final exam for in-class portion (online, proctored); and continued education training of 40 hours every two years.
https://www.finra.org/investors/professional-designations/cpwa
MEDIA
January 22, 2024
Future Money | 2024 What to Expect
One thing is guaranteed in the new year: 2024 will be full of exciting innovation and new technology! On today’s episode of Future Money, Hatem and Ayal discuss several of the specific technological developments they are most excited about. Through their analysis of various charts and public sentiment, the duo predict what we should expect from these new technologies. Watch or listen to the full episode to find out more!
December 18, 2023
Future Money | Spatial Computing and VR with Evan Helda
This week, Ayal and Hatem are joined by tech guru Evan Helda to discuss the future of spatial computing and VR. According to them, there’s a lot to be excited about in the near future. If you’re considering the Apple VisionPros, you don’t want to miss this episode!
November 1, 2023
Future Money | How The Stock Market Reacts To War
The war in the Middle East has already had an effect on the U.S. economy, but in what ways? Hatem and Ayal discuss stock market trends during past geopolitical conflicts and possible outcomes of this current situation. They also touch on the government's $33 Trillion dollar debt and recent company valuations. Listen to the full podcast to learn more!
October 5, 2023
Future Money | Hollywood Is Back
Welcome to Future Money, where we talk about technologies of the future that will make us money. This week, Hatem and Ayal discuss the Fed, IPO market, and the recent deal that is bringing Hollywood back to work! Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!
September 14, 2023
Future Money | The Writers Strike with Andi Ortiz
Are you curious about what's going on in Hollywood? In today’s new episode of Future Money, Hatem Dhiab, CFP® and Ayal Shmilovich welcome Andi Ortiz from The Wrap to discuss the Hollywood strike and break down how its continuation may affect the market. Andi is an on-air radio personality and podcast host, who currently co-hosts WrapWomen’s podcast, “UnWrapped.” You don’t want to miss it what she has to say!
August 2, 2023
Future Money: The Bear is Dead, Long Live the BULL
Welcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal celebrate the start of a new bull market…according to them! Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!
July 6, 2023
Future Money - Apple Vision Pro
Welcome to Future Money, where we talk about technologies of the future that will make us money. On this week’s episode, Managing Partners Hatem and Ayal sit down to discuss the new Apple Vision Pros. Set to release to the public in early 2024, the guys discuss everything from its $3,500 price tag to the vast technological advancements we should expect. Tune in weekly to hear Hatem and Atal chat about the future of real estate, tech, gaming, augmented reality, and electric vehicles all through the lens of finance and investing. You don’t want to miss it!
June 7, 2023
Future Money: Top Investments In The AI Space
Welcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal sit down to discuss several companies that have entered the ever evolving Artificial Intelligence space. From Nvidia to Apple, what companies should you be watching as we transition and accept this revolutionary technology? Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!
March 13, 2023
The Housing Market with Special Guest Mariam Sughayer (REDFIN)
2022 was a game-changer for student loans! It's so important to understand the impact these changes have had on individual borrowers and the economy as a whole. There are two main types of student loans - private and federal - and many high school students have no clue what they're getting themselves into when they take out loans to attend college. Financial education is key to planning your future, so let's break it down and get informed!
February 21, 2023
Special Guest Pedro Palandrani (Global X)
Welcome to Future Money, where we talk about technologies of the future that will make us money. Managing Partners Hatem and Ayal welcome their first ever returning guest, Pedro Palandrani! Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing.