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Ziad Hijazi, CFP®

Wealth Advisor

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BIO

Ziad Hijazi is an Investment Advisor with Gerber Kawasaki. The son of Lebanese immigrants, Ziad understands the value of approaching life with empathy for diverse perspectives. His innate ability to put himself in other people's shoes motivates him to positively impact other's lives.

Ziad graduated from Cal Poly, San Luis Obispo, with a BS in Business Administration, concentrating in Finance. His interest in investing was cultivated through his studies during college, where he helped manage $600,000 of the school's endowment. He also received a Minor in Psychology, inspired by his desire to have a deeper understanding of people.

Ziad's driving force has always been to provide for others, mostly by supporting them in pursuing their ambitions. His passion for people, combined with his education in Finance, drew him to the financial planning field, with the objective of helping others achieve their financial goals.

Ziad continues to stay involved in the communities that made him who he is today, serving on the board for the LA Cedars Chapter of the Rotary Club as well as the LA Chapter of the Cal Poly Alumni Association. He also works closely with CaliforLeb, a grassroots organization focused on humanitarian aid to people in Lebanon. During his free time, he loves playing basketball, expanding his knowledge through reading, learning a new recipe to cook, or travelling to new places with friends and family.

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

MEDIA

August 2, 2024

Ziad Hijazi - Inherited IRA | Gerber Kawasaki

Are you familiar with the new updates on inherited retirement accounts? Following recent changes in legislation, GK Financial Advisor Ziad Hijazi provides an update on new guidelines to make sure you won’t be forced to pay penalties on your inherited IRA.

March 22, 2024

Hot To: Reason With Realtors

Do you think realtors are overpaid? Here’s how that might change.

March 1, 2024

How To: SBLOC

Is there a way to access your investment funds without liquidating your account?

February 22, 2024

How To: Compound Interest

Will we see you at GK’s Happy Hour tomorrow? Come ask us all of your financial questions!

February 7, 2024

How To: Prepare Your Portfolio For An Election Year

Do you need to update your portfolio before the presidential election? Election years can be a volatile time in the market, but there are a lot of misconceptions about how markets will behave. Here’s what you need to know.

February 2, 2024

How To: Navigate Bitcoin ETFs

Recently, the SEC approved the first-ever Bitcoin ETF, allowing investors to gain exposure to the cryptocurrency within their regular investment accounts. Here’s How To: Navigate this recent change in legislation.

January 25, 2024

How To: Work From Home

The economics of WFH / hybrid work have been unknown for a long time. Now, with almost 4 years since the start of the pandemic, new data has come out on how it could affect you career (for worse and better).

December 7, 2023

How To: Plan For the End of the Year

The end of the year is approaching! Make sure you are taking these essential steps to put you in a better financial situation for 2024!

November 29, 2023

How To: Make Sure You're Taking Advantage Of RMDs

😱 Are You Making This Costly Retirement Mistake?

If you have a retirement account, you need to know about RMDs.

November 22, 2023

How To: Save Money This Thanksgiving

Thanksgiving might not be as expensive this year! Watch and find out why.

November 15, 2023

How To: Choosing the Right Health Care For You

It’s time to choose a health care plan! If you’re having trouble knowing what to look for Mia and Ziad have you covered!

November 8, 2023

How To: Navigating Three Types of Bonds

Do you know the difference between the main three types of bonds? Check in with Mia and Ziad to find out which bond type makes the most sense to help you reach your financial goals!

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