BIO
Bryan Miranda is an Investment Advisor Representative and founding member of Gerber Kawasaki Wealth and Investment Management. Bryan, a born and raised Angeleno, attended UCLA where he earned his Bachelor's in International Development Studies with an emphasis in Regional Economics in 2008. In the midst of the financial crisis, he started his career at a local financial services firm. A couple years later, he connected with Ross and Danilo to assist in the creation of Gerber Kawasaki.
Bryan’s role within the firm has evolved during the past decade. He is the Director of Insurance for the firm, specializing in a variety of strategies aimed to protect and transfer wealth for his clients and the members of GK. He is the first point of contact for any questions relating to estate planning, life insurance, long term care, disability, annuities, and much more.
Bryan focuses a lot of energy helping clients in the tech community, particularly in the video game space. Additionally, he has a large commitment to members of all branches of the military and their gradual transition to a variety of defense contractors.
Bryan cherishes the community he lives in and dedicates his efforts toward building relationships within it. He is the Programs Director for the UCLA Westside Alumni Network whose main goal is to provide scholarships for incoming students and coordinate events for local Los Angeles area alumni. He is the founder of the Los Angeles Beta Theta Pi Alumni Association. Bryan is also a Preferred Ambassador for the National Multiple Sclerosis Society offering free financial planning for those individuals diagnosed with MS.
When Bryan is not helping clients or giving back to the organizations he supports, he enjoys spending time with friends and family. An avid sports enthusiast, you can find him at a variety of local venues cheering on the Dodgers, Lakers, Kings, LAFC and UCLA Athletics. He resides in Santa Monica with his wife Nicole.
“THE CHARTERED LIFE UNDERWRITER (“CLU®”)
The Chartered Life Underwriter (“CLU®”) designation is issued by The American College of Financial Services (“The American College”). The CLU® is a professional credential that signifies a high level of proficiency in life insurance. To receive the CLU® designation, candidates must meet the following requirements:
Experience: At least three years of experience in financial planning or a related field is required.
Education: Candidates must successfully complete a series of five required courses offered by The American College of Financial Services. These courses cover a comprehensive range of topics, including life insurance products, estate planning strategies, risk management, and ethical conduct.
Exams: After completing the coursework, candidates must pass a series of exams to prove their mastery of the material.
Continuing Education: CLU® recipients must participate in ongoing education programs to maintain their designations.
Ethics: CLU® recipients are required to agree to comply with The American College of Financial Services’ code of ethics, ensuring they act in the best interests of their clients and provide fair and objective advice. “
CA Insurance Lic:#0G33639
MEDIA
June 23, 2023
Bryan Miranda - Maximizing Your Assets: Understanding Gift and Estate Tax Exemptions
Planning for the future is essential, especially when it comes to transferring wealth across generations. A well-crafted estate plan not only ensures a smooth transfer of assets but also safeguards family harmony by minimizing money-related conflicts. In this article, Financial Advisor Bryan Miranda explores crucial aspects of your plan like gift and estate tax exemption, and the annual gift exclusion—fundamental knowledge for fruitful conversations with your advisor or estate attorney. Stay tuned!
May 26, 2023
Bryan Miranda - Expert Advice on Finding the Best Health Insurance | Money Geek
Choose the right insurance plan that fits your needs! With an HMO, referrals from your primary care doctor are required for specialist visits, making it ideal for those who rarely use insurance except for checkups. On the other hand, a PPO offers flexibility and priority access to doctors of your choice. Talk to your advisor to make sure that your coverage makes sense for your needs!
May 26, 2023
Bryan Miranda - Expert Advice on Average Cost of Life Insurance | MoneyGeek
Is your life insurance coverage keeping up with the times? While inflation doesn't directly impact premiums, the rising cost of living means you need higher coverage to safeguard your loved ones. Find out why Investment Advisor Bryan Miranda believes updating your policy is crucial in today's world.