Gerber Kawasaki Wealth & Investment Management Reviews

Gerber Kawasaki Wealth & Investment Management Reviews on Yelp

From the business

Specialties

Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan we are the firm for you. Welcome to Gerber Kawasaki, a new generation of financial advisors. Using a holistic financial approach, we educate our clients on how to grow their assets and obtain financial independence. While many other firms exclusively serve a wealthy clientele, we welcome individuals and families at all stages of their wealth accumulation journey. We work with you to develop a financial plan and investment strategy that will help you achieve your goals. We build and manage all of our portfolios in house directed by our investment team led by CEO Ross Gerber. Through our investment strategies-combined with financial, tax and legal planning-we believe it is possible for clients to accumulate substantial wealth throughout their lifetime. With respect to clients, our mission is to provide the highest level of personal service and ethical standards. We combine the latest technology to help us manage our investments and communicate with you without sacraficing the high level of service we provide to our clients. Investment advice offered through Gerber Kawasaki Inc, an SEC Registered Investment Advisor. All investments involve risk and past performance is not indicative of future results. For our full disclaimer and a list of states in which we are registered to do business, please visit gerberkawasaki.com

History

Established in 2010.

Gerber Kawasaki was founded in 2010 as an independent investment advisory firm focused on long-term relationships with its clients while leveraging technology to enhance its client relationships. With a combined 37 years of experience, Ross Gerber partnered with Danilo Kawasaki to create a new kind of investment firm and a new generation of financial advisors. Gerber Kawasaki has grown to 17 advisors with over $700 million in assets under management – 3/27/18. Our vision is to create not just a wealth management firm, but a revolutionary technology platform for clients to communicate, learn, and engage their investment advisors. Through our two financial planning programs, wealth building & wealth management, Gerber Kawasaki helps not only wealthy clients, but also younger individual and families. CEO Ross Gerber is a frequent guest on CNN, CNBC, FOX Business, Reuters, Forbes and Bloomberg and is one of the most influential investment professionals in the country.(Investopedia)

Meet the Business Owner

Business owner information

Photo of Ross G.

Ross G.

Business Owner

Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross is a frequent guest on CNN, CNBC, Fox Business News, and Reuters as well as a contributing writer for Forbes.com. He is ranked as one of the most influential investment advisors and Fintech innovators in America* and has over 49k twitter and 30k Facebook fans.

Ross and the Gerber Kawasaki team oversees $700 million of investments in technology, media, entertainment and communications companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients.

Ross received his BA in Communications from the Annenberg School at the University of Pennsylvania concentrating in Business Law at the Wharton School of Business, graduating class of 1993.

2716 Ocean Park Blvd. #2022
Santa Monica, CA 90405
Phone:(310) 399-6397
Web: https://gerberkawasaki.com
Email:info@gerberkawasaki.com

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2021-06-01