Danilo is the Co-Founder, Vice-President, and COO of Gerber Kawasaki Wealth and Investment Management. He is a member of the Gerber Kawasaki Board of Directors and the Investment Selection Committee. In 2018, Danilo was nominated by Investment News as one of the top 40 advisors under the age of 40 in the country. The following year, and this year, Danilo was recognized by the LA Business Journal as a Leader of Influence. While he is proud of these awards and recognitions, he is exceptionally honored that Gerber Kawasaki received two awards from Investment News for Diversity and Inclusion and Best Places to Work.
Danilo received his BS degree in Business Administration from the University of Redlands. As a scholar-athlete, Danilo is a three-time All-American in tennis. He later received a certificate in Personal Financial Planning from UCLA, became a Certified Financial Planner™, earned a certificate in Wealth Management Theory & Practice from Yale School of Management, and is a Certified Private Wealth Advisor®.
Danilo was born and raised in Sao Paulo, Brazil where he was a top-ranked junior tennis player, which led him to play college tennis in the US. Growing up in Brazil, Danilo learned the importance of proper wealth management at a very young age. With inflation averaging as high as 1000% a year, it was vital to ensure that your money was always working for you.
Danilo started his career in the financial services industry by joining SunAmerica Securities in 2002. He moved up the rankings in record time and was promoted to the branch manager position of the West Los Angeles branch by the age of 24. Danilo believes that he is doing one of the most important jobs anyone can do in life by helping people save, grow, and preserve their assets. This mentality helped gross revenues for the branch triple from 2004 to 2007. Shortly after, his branch became the top office in the company.
The 2008 financial crisis, which resulted in the collapse of large financial institutions and the bailout of many others, challenged the status quo. Large financial institutions got themselves in trouble for not putting their clients' interests ahead of their own. Danilo felt that clients deserved modern, unbiased, independent financial advice in line with their goals and tolerance for risk. With all that in mind, Danilo and his business partner, Ross Gerber, founded Gerber Kawasaki Wealth Management. It is our mission to have a client-centric practice; providing our clients with quality and objective financial advice, combining technology and our personal touch, and offering our clients a unique experience.
Danilo lives in Pacific Palisades and enjoys spending quality time with his wife, Wendy, and his three kids, Gabi, Tristan, and Bodhi. In his spare time, he can be found beating opponents on the tennis courts of the Jonathan Club, playing golf, and practicing yoga and meditation.
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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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.