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Robby Lewis

Wealth Advisor

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BIO

Robby Lewis is an Investment Advisor Representative at Gerber Kawasaki. A third-generation Angeleno, he grew up in the Sherman Oaks area and graduated from UC Davis with a degree in Economics and a minor in Finance.

 

Robby's career began as a project financial consultant in aerospace, where he worked for NASA's Jet Propulsion Laboratory (JPL) on key missions, most notably the Perseverance (Mars 2020 Rover) project. While working on these large-scale missions was rewarding, Robby craved the opportunity to connect more personally with people. He realized he could build these connections as an investment advisor, using his education to work closely with individuals and families and make a meaningful impact on their lives.

 

As a first-generation college graduate, Robby took it upon himself to learn how to save, plan, and prioritize financial security. He understands that finances and investing can be intimidating, and he prides himself on his patience and empathy. These qualities enable him to gain a deeper understanding of his clients and their needs.

 

When Robby is not working, you can find him spending time with his wife at local concerts or coffee shops, hiking, running, watching the Lakers and Dodgers, or camping at national parks.

MEDIA

August 16, 2024

Robby Lewis - Roth IRA + 529 | Gerber Kawasaki

Did you know 529 Savings Plans can be rolled over into a Roth IRA? This month, GK Financial Advisor Robby Lewis shares a new savings hack for parents looking to prepare for their child’s future.

July 19, 2024

Robby Lewis - FIRE Savings | Gerber Kawasaki

Early retirement is not easy, however, if you stay dedicated to an intense saving plan it can still be possible. GK Financial Advisor Robby Lewis explains how the FIRE Movement is helping people retire in their thirties and forties.

June 7, 2024

Robby Lewis - Vacation Spending | Gerber Kawasaki

Going on vacation without a budget is a recipe for disaster. Discover practical tips from GK Financial Advisor Robby Lewis in his latest article on how to enjoy a relaxing trip without putting a major strain on your wallet.

May 7, 2024

Robby Lewis - Use Financial Biases To Your Advantage! | Gerber Kawasaki

No one is above financial biases. However, the best way to limit their impact on your decision making is to recognize them head-on. This week, GK Financial Advisor Robby Lewis explores three cognitive biases that you should be aware of.

April 10, 2024

Robby Lewis - Turning Tax Season into Retirement Season | Gerber Kawasaki

Are you wondering the most effective way to maximize your tax return. Check in with GK Financial Advisor Robby Lewis to find out the benefits of using your return to fund your IRA.

March 14, 2024

Robby Lewis - SEP IRA's | Gerber Kawasaki

As Tax Season approaches, have you considered the benefits of using a SEP IRA? Check in with GK Financial Advisor Robby Lewis to find out how entrepreneurs utilize the SEP IRA to plan for their retirement.

February 6, 2024

Robby Lewis - Important Tax Tips | Gerber Kawasaki

Are you read for Tax Season? Here are some tips from GK Financial Advisor Robby Lewis on how to maximize your savings. And don’t forget, GK’s Tax Team is here to support you leading up to April.

January 18, 2023

What You Need To Know About Student Loans

The biggest changes in student loan history happened in 2022. It’s more important now than ever to understand the impacts these changes have had on individual borrowers and the overall economy. There are two main types of student loans – Private & Federal. The unfortunate reality is that many high school students dreaming of attending college in California have no clue what they are doing when someone tells them they should take out student loans. Financial education is key when planning for your future. Let’s break it down!

August 8, 2022

Expert Advice: Finding The Right Credit Card

So you are starting your wealth building journey and feel that it is time for a credit card. Credit cards are great when they're used correctly. Financial Advisor Robby Lewis shares his tips for choosing a card and what to look out for.

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