Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management

Financial Services Santa Monica, California, United States 50 employees
Employees
50
Contacts
4
Emails
4
Phones
2

Gerber Kawasaki Wealth & Investment Management Overview

Headquarters
Santa Monica, California, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
50
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded by Ross Gerber and Danilo Kawasaki in 2010, GK is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We currently manage ~3.4B for over 10,000 individuals as of 12/31/2024. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients at any stage of their lives toward attaining their financial goals. While GK works with many high net worth clients, we also help first-time investors grow their financial literacy by creating initial savings plans. We believe everyone deserves access to financial assistance, which is why we have no investment minimums. At GK, CEO Ross Gerber leads a team of advisors with a common mission to make a difference in the world by providing financial advice, support, and education to our clients. Gerber Kawasaki's executive management team is here to guide motivated and driven individuals toward successful careers. Often, we use various media outlets to extend our financial guidance past our own clients. Ross Gerber is commonly recognized as one of the most influential advisors in America. You can continually find Gerber Kawasaki on social media platforms like Twitter, Youtube, instagram, and TikTok to major financial news channels such as CNN, Bloomberg, and Fox Business News. Disclaimer and Disclosures https://files.constantcontact.com/5c56520c701/9ad6172f-c332-41d9-b0b4-db3cdac922c0.pdf Investment advice offered through Gerber Kawasaki Inc. is a SEC-registered investment advisor.

Gerber Kawasaki Wealth & Investment Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Gerber Kawasaki Wealth & Investment Management Org Chart

Sample employees and titles
Name Title Contact
Francine Lai, Cfp®, Cdfa® Partner and Investment Advisor Representative at Gerber Kawasaki
Email Phone
Jeff J. Kim, Cfp® Corporate Plans Specialist
Email
Hatem Dhiab, Cfp®, Cima® Managing Partner
Email Phone
Matthew Iantosca, Cfp® Managing Partner and Director of Wealth Management at Gerber Kawasaki Wealth & Investment Management
Email

Employees by Management Level

Individual contributor 12 profiles
Director 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 5 5 1
Executive 3 3 1
Marketing 1 1 0
Sales 1 1 0

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