This review is for Ben Rosbach. I became a client about seven months ago, and I've been consistently impressed and completely satisfied with his services. Not only has my portfolio performed...
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
The best thing I've EVER done for my financial well-being was moving my portfolio to Gerber-Kawasaki. Specifically, to Nico Anduze who tends to my finances the way he would look after his own...
As newlyweds, we wanted to start our marriage on the right financial foot, and Jimmy Bisharat made that process so easy. He helped us combine accounts, set goals, and build a plan that fits our...
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...
This review is specific to Steven Evenson. As a mortgage broker, I've had the pleasure of working with Steven to help people strategize the purchase of a first home. Many advisors and planners...
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