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
- Website
- gerberkawasaki.com
- Industry
- Financial Services
- Employees
- 50
- Founded
- 2010
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Francine Lai, Cfp®, Cdfa® | Partner and Investment Advisor Representative at Gerber Kawasaki | Los Angeles Metropolitan Area, United States |
Email
Phone
|
| Jeff J. Kim, Cfp® | Corporate Plans Specialist | Los Angeles, California, United States |
Email
|
| Hatem Dhiab, Cfp®, Cima® | Managing Partner | Los Angeles Metropolitan Area, United States |
Email
Phone
|
| Matthew Iantosca, Cfp® | Managing Partner and Director of Wealth Management at Gerber Kawasaki Wealth & Investment Management | Santa Monica, California, United States |
Email
|
Employees by Management Level
Individual contributor
12 profiles
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 1 |
| Executive | 3 | 3 | 1 |
| Marketing | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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