Gerber Kawasaki Wealth and Investment Management - Santa Monica, California

Address: 2716 Ocean Park Blvd #2020, Santa Monica, CA 90405.
Phone: 03996397.
Website: gerberkawasaki.com.
Specialties: Financial planner, Financial consultant, Insurance agency, Stock broker.
Other points of interest: Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 144 reviews on Google My Business.
Average opinion: 4.4/5.

Location of Gerber Kawasaki Wealth and Investment Management

03996397

Gerber Kawasaki Wealth and Investment Management is a well-known financial services firm located at Address: 2716 Ocean Park Blvd #2020, Santa Monica, CA 90405. The company offers a range of financial services, including those of a financial planner, financial consultant, insurance agency, and stock broker.

One of the key features of Gerber Kawasaki is their commitment to providing language assistance to their clients. This makes the firm accessible to a wider range of people, regardless of their language proficiency. Additionally, the firm has a wheelchair accessible entrance, parking lot, and restroom, making it easy for people with mobility issues to access their services.

The firm's restroom facilities are also available to all clients, and the firm is proud to be LGBTQ+ friendly. These features demonstrate Gerber Kawasaki's commitment to creating an inclusive and welcoming environment for all of their clients.

Appointments are recommended at Gerber Kawasaki, and this can be done easily through their website. With 144 reviews on Google My Business, the firm has an impressive average opinion of 4.4/5. This speaks to the high level of satisfaction that their clients have with the services that they provide.

If you are looking for a financial services firm that is committed to providing accessible, inclusive, and high-quality services, then Gerber Kawasaki Wealth and Investment Management is an excellent choice. Their team of experienced financial professionals can help you to achieve your financial goals, whether you are looking to plan for retirement, invest in the stock market, or protect your assets with insurance.

To learn more about Gerber Kawasaki and the services that they offer, we recommend visiting their website at gerberkawasaki.com. From there, you can schedule an appointment, learn more about their team, and get started on the path to financial success. Don't hesitate to contact Gerber Kawasaki today - their friendly and knowledgeable team is ready to help you achieve your financial goals.

Reviews of Gerber Kawasaki Wealth and Investment Management

Gerber Kawasaki Wealth and Investment Management - Santa Monica, California

Sammy Lyon

5/5

I'm specifically writing this review for Steven Evensen at Gerber Kawasaki!

I'll be honest, as a real estate investor I'm not a fan of most financial advisors. :/ They really seem to be one-trick ponies (invest in the stock market and I'll just take a percentage, no prob!).

But Steven is different - he actually listens to people's goals, and helps them reach it. If it means investing in rental properties, or saving to buy their first home, or aiming for FIRE (early retirement), he's game!

I've been lucky enough to help some of his clients achieve their real estate goals, and Steven was along for the ride advising and helping make it happen. Also, his clients are SUPER nice and cool, which is a reflection of who he attracts.

As a real estate broker I've happily referred my clients to him, knowing that they'll be taken care of by someone honest. Look forward to more collaborations with Steven as he continues to grow!

chandler robbins

5/5

I’ve worked with Robby Lewis for almost 2 years now, and I’ve never felt so secure in my financial future.
Robby sat down with me multiple times to go over my financial needs and goals to determine the best strategy for my situation.
I can’t recommend GK - specifically Robby, enough. Robby is the type of guy who goes above and beyond for his clients, and becomes your great friend in the process. Thank you Robby!

Scott Sargen

1/5

Ross Gerber is a morally bankrupt individual with zero ethics. Please be careful investing with this company. If integrity, and morality are qualities you look for in a person who wants to handle your hard earned money , keep going. Those qualities are not found at Gerber Kawasaki.

Lena Alvarez

5/5

I have worked with GK for more than 10 years. One thing that I really appreciate is that I’ve had the same financial advisor throughout, which shows their commitment to their clients. Bryan Miranda is always available to answer my questions and responds same day. Recently, I realized I had lost track of an old 401k. He quickly helped me to call the retirement company and advised me on best next steps. He will often make a recommendation but after thoroughly exploring and explaining all options. I truly feel he has my best interest in mind. I would highly recommend Gerber Kawasaki and specifically, Bryan Miranda if you’re looking for a professional financial advisor.

Kaitlin Kellum

5/5

Had a great experience at Gerber Kawasaki. Met with Michael Baker and I couldn’t be happier starting my personal finance investments with him and this company! Michael was very easy to talk to as he helped me learn about my personal finances and help plan my future financial goals. He’s always been available to promptly answer any questions or concerns I have had! Investing can be a big decision but I’m happy to have made the decision to invest with a company who invests just as much to their clients as they do to their financial portfolio.

RJ Guglielmo

5/5

I met with Brett a few months ago and we went over a comprehensive financial plan. From going over my net worth, to doing a budget, to crunching how much I need for retirement.. he made it all easy to understand and had great recommendations on how to improve my specific situation. I ended opening up a liquid and retirement account with Brett and I am proud to be a Gerber Kawasaki client. Keep up the good work!

Nicholas Warner

5/5

My experience at Gerber Kawasaki was exceptional. My financial adviser Brett Sifling, was extremely helpful in walking me through the process of the first stages of investing. He not only helped me with my investments but helped me see how I spend my money and how to plan for the future. Brett always responds to my emails quickly, he is also very knowledgeable and explains concepts to me in a language I an understand. I would highly recommend him to anyone looking to invest or create a future financial plan for themselves.

David Nguyen

5/5

I've been working with Gerber Kawasaki for over 4 years and they have been AMAZING! My Financial Adviser is Francine Lai and I'd recommend her to everyone. In fact, most of my friends now use her and are very happy with the service. She is very attentive, personable, and an expert in her field. She has been able to turn my investment to a high return! I feel very safe and comfortable with her expertise as she is one of the best in her field. I love the small shop feel but know how to play with the big boys. Definitely recommend them if you're looking for a Financial Adviser!