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Financial PlanningLive Item
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Financial Services provided by:
During your appointment, we take a comprehensive overview of your financial situation:
*Review current financial situation and insurance analysis.
*Discussion of goals and time frames along with risk tolerance assessment in initial consultation.
*Develop and implement a customized financial plan.
*Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more.
Investment Advisor Representative
Gerber Kawasaki Wealth & Investment Management
2716 Ocean Park Blvd Ste 2022
Santa Monica, CA 90405
Donated By Daniel Mezzera