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! Investors looking for full service, personalized investment advice and portfolio management. Younger individuals and families looking to create and implement a financial plan to grow their assets.
We have no investment minimums and we want to 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 have no investment minimums and we want to 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.
Services
During the financial crisis, brand-name financial institutions destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long-time friends, that a new paradigm for wealth and investment management was needed and they were the people who could offer it.
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.
Now is the time to take the steps to build the life you want. No matter what stage of life you are in, it all starts around building a financial plan. Building your financial security empowers you to live the way you want and gives you confidence to enjoy your life.
If you are new to financial planning and want to learn more, interested in taking action to build your financial plan or an investor looking to get help in managing your accounts, Gerber Kawasaki offers solutions for all of your financial planning needs.It is a full-service financial planning advisory program for young people wanting to start building their wealth with a limited amount of investable assets.
If you are new to financial planning and want to learn more, interested in taking action to build your financial plan or an investor looking to get help in managing your accounts, Gerber Kawasaki offers solutions for all of your financial planning needs.It is a full-service financial planning advisory program for young people wanting to start building their wealth with a limited amount of investable assets.
Set your goals, do your budget, track your net worth, follow the news and monitor your accounts. All with help from a Gerber Kawasaki financial advisor. Anytime you need help, have questions or simply want to open an account, your Gerber Kawasaki dedicated advisor is always here to help. Get the support you need to make your plan work, but also the guidance of an experienced advisor, no matter how much money you have!
Gerber Kawasaki is a full-service financial planning and investment advisory firm. We develop customized financial plans for clients at all stages of their wealth accumulation journey. Unlike many firms that only provide information or advice, we actively implement your financial plan and help you manage your accounts.
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