Gerber Kawasaki Wealth and Investment Management Ocean Park Blvd, Santa Monica

Gerber Kawasaki Wealth and Investment Management Reviews

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  Melissa Musgrove
  5

  I've been self employed for 32 years. I met with Zach Bainter to ask what would I have to save/invest to be able to keep my standard of living in Santa Barbara, and retire in 10 years. Zach put together a plan for me. And I'm on track, actually ahead of the track, for my goal. Zach is knowledgeable. I appreciate his being able to explain my investments in simple terms. Always accessible, and quick to answer any questions or concerns I have. I appreciate that he checks in with me when he hasn't heard from me in a while. I've recommended Zach to my friends. I am completely confident, and rest assured, knowing Zach is my investment/savings representative.

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  Karen Trinh
  5

  Francine Lai has been my financial advisor for about 8 years now and I have referred many of my personal family and friends to her. She helped me put together a financial plan that I have seen grow tremendously over the years. She is very responsive and tentative, always following up with her clients to make sure that they feel secure about their financial decisions and their growing portfolio. I highly recommend her for anyone looking for a trustworthy and knowledgeable financial advisor!

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  Ashley DelBello
  5

  I’ve been a client of Bryan Miranda’s at Gerber Kawasaki for almost 3 years now and have had nothing but the best financial service. Bryan is super knowledgeable, helpful and always very responsive. We are now in the process of buying our first home and it wouldn’t have been possible without having Bryan as our financial adviser!

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  Nicole Charuvastra
  5

  I have been working with the GK team for the last 5 years and have been more than pleased with the personal service and attention I have received from my account manager, Zach Bainter. He is always available to help answer questions and offer guidance for all my investment strategies. When we had our first child he helped set up her college fund and has been instrumental in helping family and friends contribute to the fund.

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  Tyler Willson
  5

  This is a fantastic wealth management firm. Matt Iantosca takes the time and effort to explain all aspects of investing. He helped me with my Corporate 401k, retirement funds, short-term investing accounts, and my life Insurance policy. Also, the pricing for management is exceptional. I have sent my sister, my brother, and all my friends to Gerber Kawasaki for all their Financial needs. Thank you!!!!

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  Matt Lion
  5

  I've been working with Gk for several years since I got out of the Army. Ross and his team are amazing. The firm has helped me build my retirement plan and invest. Ive made some good money too. I highly recommend this company and Ross Gerber is an amazing advisor. Don't buy fake reviews from the alt right.

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  Rotem Alima
  5

  I have worked with Gerber Kawasaki for over a year now.  Ayal Shmilovich, my advisor, is great.  He helped me build my financial plan and helped me invest my money and got it to grow for me. I had no investment experience before and no knowledge of financial planning and I am super excited that Ayal and GK helped me do it.  I highly recommend them to anyone who needs help with their money.

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  Tommy C. Tan
  5

  Matt Iantosca and Gerber Kawasaki have been great to work with. Not only is Matt professional but you also get a sense that he actually cares about you as a person. He puts in the effort to create a customized action plan and portfolio that is easy to follow and helps you stay on track along the way. Your financial investments are in good hands with Matt and the Gerber Kawasaki team.

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  Joel Mason
  5

  I was referred to Ben Dunbar by a friend I went to college with. I had no experience with investing, or even saving money responsibly, but Ben made the transition seamless. His devotion to client satisfaction is unwavering, and he is always available to answer any question I have -- even when I call him from a bar on the other side of the world. In truth, I was terrified at first to sign over a portion of my income to an investment firm, but Ben has made the experience not only comfortable, but fun. Now I enjoy signing into my account regularly just to watch my money grow!

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  Tom Sheppard
  5

  Let's be real. When the market went to hell after the subprime nuclear bomb in 07/08 and the following recession, I think many people naturally became a bit cynical about the financial services industry. I for one certainly did, and in the past when I've received inquiries from firms looking to manage my money, I felt they were just looking to maximize their fees without actually taking care of my future. Then Brett Sifling (Investment Advisor at Gerber Kawasaki and one of Business Insider's "Top 20 Under 20" in Finance) came knocking at my door. Brett and the firm were very personable and honest in doing my consultation to let me know where I stand now and how they could help me maximize my earning potential into the future. Brett really impressed me because of how much he has accomplished and his wealth of knowledge about the markets at such a young age; so much so that I decided to open up an investment account with him, and I have no doubt he will guide me through this dark tunnel of uncertain times to reach above average returns. Thank you Brett and Gerber Kawasaki for putting my financial well-being first!