Moving out of state and wanted to speak to a tax professional about what I need to consider for my taxes. I wasn't sure who best to contact but found Gerber Kawaski on yelp with great reviews....
Gerber Kawasaki Wealth & Investment Management
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Gerber Kawasaki Wealth & Investment Management is an influential independent firm based in Santa Monica, California, dedicated to providing personalized financial planning and investment management services to individuals and families. With a commitment to diversity and community support, they emphasize a thematic approach to impact investing, focusing on transformative opportunities in technology, climate change, and consumer sectors.
Managing over $3.36 billion in assets for a global clientele, Gerber Kawasaki prides itself on fostering long-term relationships and offering expert guidance without a minimum investment requirement. Their innovative Training Marketing and Technology system empowers financial advisors, enhancing the pursuit of generational wealth and financial stability for their clients.
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Reviews
Kyle Clark was recommended by a trusted friend. His calm demeanor and ease of rapport made it immediately understood that I was in good hands. During the review of my situation, Kyle patiently...
Jimmy Bisharat, my rep at GERBER KAWASAKI, has been phenomal to work with. He has been managing my financial investments for a few years now and I couldn't be happier with my experience. He always...
This review is for Steven Evensen. I have had the pleasure of referring clients over to Steven, including a good friend who's a technology executive. Steven is a fantastic financial advisor, who...
Jimmy has been working on our finances for 7 years and was able to quickly set up things like 529 for our kids and Roth IRAs. He's always looking for ways for us to invest and save to receive...



