BIO
Matt Iantosca is a Managing Partner at Gerber Kawasaki Wealth and Investment Management. Recently, Matt was honored by LA Business Journal as a 2024 Leader of Influence: Wealth Manager. Matt completed his undergraduate degree in Business Administration at Loyola Marymount University and later obtained his CERTIFIED FINANCIAL PLANNER® certification by Boston University. Matt has also earned the Accredited Estate Planner® Designation after completing a rigorous course through The American College of Financial Services. In 2017 and 2018, Matt was recognized by Forbes and Shook Research as one of America's Top Next-Gen Wealth Advisors and was also recognized as a Next-Gen Best-In-State wealth advisor in 2019.
After a stint at Morgan Stanley as an analyst, Matt moved to Gerber Kawasaki in 2010 and developed an impressively diverse clientele. Initially, his business was built on an astute observation: he noticed that many divorced or widowed women had no one to look after their finances. His retired or nearly retired clientele are continuously drawn to Matt's patient explanations, personable approach, and seemingly inexhaustible attention to detail. Clients quickly learn how hard Matt works and how deeply he cares for them. "I just do for my clients what I would do for my own family," he shares.
Client queries are typically met with lightning-fast responses directly from Matt. And while he's generally a soft-spoken person, Matt will fight for his clients if the result will save them money or improve returns. "I want my clients to focus on their lives and their families, not their finances. My goal is to provide them the confidence that they are being taken care of,” Matt notes.
Given his unique, first-hand experience in the industry, Matt began working with professional gamers to ensure that they, like him, invest their winnings instead of squandering them. Gamers are generally in their teens and twenties when financial discipline can be a real challenge. Matt observes, "It's great when you're making good money as a gamer, but I'm there to make sure they also have a financial plan." Now, Matt focuses on helping executives in the gaming and technology space reach an outstanding level of financial success.
When Matt isn't advocating for his clients, he loves traveling to far-flung spots around the globe with his wife and two young daughters. As an avid animal lover, he also volunteers and supports many charities that emphasize caring for animals and helping combat the environmental crisis. In addition, Matt is an active board member of the Parker H. Bainter Foundation, which focuses on helping families in need who find themselves in the pediatric ICU.
As the Director of Wealth Management at Gerber Kawasaki, Matt also spends a great deal of his time mentoring younger financial advisors at the firm, where he shares his expertise and fosters future generations of success. Matt is very passionate about helping the younger generations learn about the different job opportunities available in the financial industry and volunteers at his alma mater LMU, to support the LMU Department of Finance in helping provide finance students with professional experience and knowledge about the industry.
CA Insurance Lic:#0G39555
Designation Disclaimers
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.
https://www.finra.org/investors/professional-designations/cfp
The Accredited Estate Planner® (AEP® ) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning.
To be eligible to be considered for the AEP® designation, the applicant must provide documentation of being currently licensed to practice law as an Attorney (JD) or to practice as a Certified Public Accountant (CPA); or of being currently designated as a Chartered Life Underwriter® (CLU® ); Chartered Financial Consultant® (ChFC® ); Certified Financial Planner (CFP® ); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA® ); Chartered Advisor in Philanthropy® (CAP® ); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Fiduciary Advisor (CTFA) in any jurisdiction of the United States of America. Applicants who hold the Masters of Science in Financial Services (MSFS) through The American College meet the credential requirement. Lastly, applicants who hold a Master of Science in Taxation (MST) may meet the credential requirement; however, specific criteria pertain to this degree and must be pre-approved by NAEPC.
The applicant must be presently and significantly engaged in "estate planning activities" as an attorney, an accountant, an insurance professional and financial planner, a philanthropic advisor, or a trust officer devoting at least a third of one's time to estate planning and estate planning activities. An applicant must continuously be in good standing with the applicant's respective professional organization and/or license authority (e.g., State Bar Association for attorneys, etc.). An applicant must provide three professional references. The applicant shall provide each individual referrer a copy of the Reference Form included in this application which may be returned to the applicant for submission or returned directly to the NAEPC and minimum of five years of experience in one of these areas: accounting, insurance and financial planning, law, philanthropy or trust services.
https://www.finra.org/investors/professional-designations/aep
