It was on a moonlit beach in Brazil in 2010, not a conference room or office, that the independent investment advisor Gerber Kawasaki Wealth & Investment Management began. In the wake of the 2008 financial crisis, which destroyed the life-savings and dreams of millions of families in the US, long-time friends and colleagues Ross Gerber and Danilo Kawasaki knew there needed to be a sea change in the way investment management and wealth planning was approached.
Now with over 6,000 clients and nearly $1 Billion in assets, Gerber Kawasaki, a national award-winning company, remains committed to ethics, diversity, and inclusion. This diversity is in terms of race, gender, gender identity, sexual orientation, age, and socio-economics both in our team and the clients we serve.
Unlike many financial advisors who only seek out high net worth investors, Gerber Kawasaki has solutions for experienced investors seeking independent advice or first-time investors looking to build a financial plan. We offer two financial planning programs: Wealth Building: most often geared at younger individuals and their families, aged 25-45, who are seeking advice and investments which will grow their wealth and help them pursue their unique life goals. Wealth Management: aimed at more affluent clients and investors seeking customized portfolio management and financial planning. Our firm does not have minimum investment requirements.
Being based in Los Angeles, CA, one of the most diverse cities in the world, GK knows that many of our clients feel more comfortable communicating in their first language, especially when it comes to discussing money; especially during challenging economic times. We currently have a team of 28 employees, collectively speaking 9 different languages, including Portuguese.
Feel free to contact us to review your financial situation in your home language (falamos português). Gerber Kawasaki has US-based clients from all over the world. It will be our great pleasure to help you to reach your financial goals!
Investment advice offered through Gerber Kawasaki Inc, a registered investment advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investments have a risk of loss. Past performance is not indicative of future results. Tax advantages of qualified accounts vary based on many factors, please see a CPA or Financial Advisor to determine if a qualified plan may be appropriate for you.