Why Gerber Kawasaki
Independence to focus on your best interest
As an independent investment advisor, we help you choose the most appropriate investments based on your needs. Gerber Kawasaki is a fiduciary, not a broker; we are required by law to do what is in your best interest. This gives you the confidence to know that we are working for you. Trust is a crucial element to building strong relationships.
A personalized financial plan for you
We develop a long term, personal relationship with you. We learn about you and your needs, goals and dreams. We use a holistic approach to financial planning, educating you about your financial planning needs and then work diligently to create a customized plan for you. We meet with you in person and continually update you on your accounts and investments, current strategy and progress.
We educate and inform
We spend a considerable amount of time reviewing investment and account options with you, the pros and cons of every strategy or investment and then help you make better choices in planning your future. Through the learning process we empower you to make strong financial decisions.
Low fees and expenses
We focus on providing the lowest possible costs and fees. We know that the lower the investment costs, the higher the net returns. We take pride in striving to provide great service and results at the lowest cost possible.
State of the art technology and communication platform
Gerber Kawasaki's website keeps our clients connected to their advisor, accounts, and information any time anywhere. Our dedicated iOS application provides our clients access to everything they need to know about their money and our firm. Our firm is active in social media which means you can always contact us and learn more about achieving your goals.
In house, proprietary investment research
We manage and pick all of our investments using the experience, hard work and systems of our investment selection committee. No two accounts are the same since we customize all aspects of your investment portfolio. Through teamwork, diligence and focus, we identify the most appropriate opportunities in the markets and then design a plan that is right for you.