Financial Advisors
Santa Monica, CA
Gerber Kawasaki Wealth and Investment Management is an independent financial advisory firm based in Santa Monica that specializes in comprehensive wealth management, investment management, and financial planning for individuals and businesses. Led by experienced advisors, they offer personalized strategies for retirement planning, investment portfolio management, and tax-efficient wealth building. Their holistic approach combines investment expertise with accounting and financial consulting services to help clients achieve their long-term financial goals.
Ideal for: High-net-worth individuals, Business owners, Retirees and pre-retirees, Investors seeking tax-efficient strategies
Service area: Santa Monica, Los Angeles, and surrounding Southern California areas
Independent Advisor: Operates as an independent firm free from conflicts of interest that may affect other brokerage-affiliated advisors.
Integrated Services: Combines investment management with accounting and tax planning expertise for comprehensive financial coordination.
Personalized Strategy: Develops customized wealth plans tailored to individual circumstances rather than one-size-fits-all solutions.
Address: 2437 Main St, Santa Monica, CA 90405
Phone: (310) 399-6397
Website: gerberkawasaki.com
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