Now is the time to take the steps to build the life you want. No matter what stage of life you are in, it all starts around building a financial plan. Building your financial security empowers you to live the way you want and gives you confidence to enjoy your life. If you are new to financial planning and want to learn more, interested in taking action to build your financial plan or an investor looking to get help in managing your accounts, Gerber Kawasaki offers solutions for all of your financial planning needs. This certificate comes with its own customized financial plan that typically covers two hours of financial planning. The consultation can be done over Zoom.

During the financial crisis, brand-name financial institutions destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long-time friends, that a new paradigm for wealth and investment management was needed and they were the people who could offer it.

With offices in Santa Monica, CA and San Francisco, CA, and over $2.2 Billion in assets under management as of 2/2/22, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a client's life.

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https://gerberkawasaki.com