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

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4.6
Closed
Friday8AM–6PM

+1 310-399-6397

https://gerberkawasaki.com/

2716 Ocean Park Blvd #2020, Santa Monica, CA 90405, United States

Apply Online

    Services

    • Financial Planning
    • Home Purchasing Consulting
    • Investment Advising
    • Investment Management
    • Life Insurance
    • Retirement Savings Consulting
    • Wealth Management
    • Consulting Services
    • Financial Advisors
    • Investment Advice
    • Investment Advisers
    • Investment Advisor
    • Retirement Planning

    Gerber Kawasaki Wealth and Investment Management Reviews

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    Lena Alvarez
    5

    I have worked with GK for more than 10 years. One thing that I really appreciate is that I’ve had the same financial advisor throughout, which shows their commitment to their clients. Bryan Miranda is always available to answer my questions and responds same day. Recently, I realized I had lost track of an old 401k. He quickly helped me to call the retirement company and advised me on best next steps. He will often make a recommendation but after thoroughly exploring and explaining all options. I truly feel he has my best interest in mind. I would highly recommend Gerber Kawasaki and specifically, Bryan Miranda if you’re looking for a professional financial advisor.

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    Nicholas Warner
    5

    My experience at Gerber Kawasaki was exceptional. My financial adviser Brett Sifling, was extremely helpful in walking me through the process of the first stages of investing. He not only helped me with my investments but helped me see how I spend my money and how to plan for the future. Brett always responds to my emails quickly, he is also very knowledgeable and explains concepts to me in a language I an understand. I would highly recommend him to anyone looking to invest or create a future financial plan for themselves.

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    Austin Reitsch
    5

    If you are thinking about working with Gerber Kawasaki, please ask for Michael Baker. I was new to the whole investing thing and I have been working with my advisor, Michael Baker, for a couple months now and I know that he has my best interest in mind. He was very helpful in explaining an investing plan that would best work with my budget and I feel confident in my investments. If you want an investor who is easy to reach and has your best interests, I highly recommend Gerber Kawasaki and Michael Baker for your financial needs.

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    Kurtis Kurata
    5

    I have been with Gerber Kawasaki for a couple of months now and have nothing but great things to say about them. Before coming to GK I have been doing all of my investments myself, but it is by far more than a full time job. With the help of my advisor Michael Baker, I do not have to worry about my finances and I know that my money/future is safe with them. He has also been my good friend for about 15 years now and knows how I am about my finances, so it shows how much trust I have in Gerber Kawasaki and Michael! I look forward to a long relationship with this company!

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    Lani
    5

    Great company that is very interested in doing what is best for each individual client. I feel very confident in my investments after meeting with my advisor, Brett Sifling. He took the time to explain things to me in a way I could understand. I highly recommend Gerber Kawasaki and Brett for your financial needs

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    Ben Tricklebank
    5

    My wife and I have been very happily working with Gerber Kawasaki for the last 4 years. Our advisor is always available when we need him and the performance of our portfolio has far exceeded our expectations. I can honestly say that I have nothing but positive things to report about this company and would wholeheartedly recommend them to anyone looking for financial planning advice.

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    Ryan Peterson
    5

    I’ve known Brett Sifling for nearly 18 years now. Brett has always been a resource to me in regards to my financial life. I couldn’t be happier with his firm Gerber Kawasaki or his service. He sat down with me and showed me how much I need to be saving and how realistic rates of return can get you to your goals quicker. His depth of knowledge in finance is top notch. Furthermore, I can speak to his character. Brett is an honest, patient, and humble guy. If you are going to invest or need a financial planner, I couldn’t recommend anyone more qualified or easier to work with.

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    Matt Burrill
    5

    Working with Ben Dunbar at Gerber Kawasaki has been one of the best financial choices I have ever made. He goes above and beyond to answer all my questions and has taught me so much about investing. Ben has set up different accounts for my different financial goals and I am confident I will be able to reach these goals with his help. I couldn't recommend working with him anymore.

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    Indie x Rachel
    5

    I have always been interested in investing but never knew where to start. My friend recommended meeting with Brett Sifling at Gerber Kawasaki. Brett helped me establish the right accounts including a ROTH IRA where I can now earn tax free money at retirement. The entire process has been much easier than I thought possible. Brett and the Gerber Kawasaki’s client services team is as good as it gets.

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    Danielle Pham
    5

    I've been a client of Gerber Kawasaki's for over 10 years and have been very happy with them. My financial advisor is Francine Lai and I trust her completely. She is clear and frank with her recommendations, responds quickly to my inquiries, and makes a point to check in on me periodically. My portfolio has grown year after year!

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    Janna Crowther
    5

    Having worked in accounting and finance my whole career, I've sought out minimal financial guidance over the years. Now, with 2 kids in college, a recent change in my employment and retirement approaching in the relatively near future, I decided it was time to really take a hard look at my savings and retirement plans. I feel Brett Sifling and Gerber Kawasaki have tremendous vision and strategy for both my long term and short term financial goals. Brett has proven to be honest, patient and thorough. He is a pleasure to work with and makes me feel confident that my investments are in good hands!

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    Billy Adams
    5

    My wife and I had never had any experience with financial planning, and we were pleasantly surprised of how knowledgeable our Adviser Brett Sifling was. He made us feel at ease and really helped us understand exactly what each account is for and what to expect. If you're new to investing or just want a company that gives you a personal feel, check out Gerber Kawasaki and ask for Brett Sifling, he's the best!

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    Kaitlin Kellum
    5

    Had a great experience at Gerber Kawasaki. Met with Michael Baker and I couldn’t be happier starting my personal finance investments with him and this company! Michael was very easy to talk to as he helped me learn about my personal finances and help plan my future financial goals. He’s always been available to promptly answer any questions or concerns I have had! Investing can be a big decision but I’m happy to have made the decision to invest with a company who invests just as much to their clients as they do to their financial portfolio.

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    RJ Guglielmo
    5

    I met with Brett a few months ago and we went over a comprehensive financial plan. From going over my net worth, to doing a budget, to crunching how much I need for retirement.. he made it all easy to understand and had great recommendations on how to improve my specific situation. I ended opening up a liquid and retirement account with Brett and I am proud to be a Gerber Kawasaki client. Keep up the good work!

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    Robert Aguilera
    5

    I have been with Gerber Kawasaki for nearly 10 years and have been nothing but impressed year after year. Bryan Miranda, our Financial Advisor is a true expert and takes the time to listen to my family’s financial goals. He provides us with a multitude of options and is there every step of the way. Bryan is always available when I call and he perfectly blends customer service and professionalism. If you are looking to take your financial portfolio to the next level, Bryan Miranda the GK family will without a doubt go above and beyond to exceed all expectations.

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    David Nguyen
    5

    I've been working with Gerber Kawasaki for over 4 years and they have been AMAZING! My Financial Adviser is Francine Lai and I'd recommend her to everyone. In fact, most of my friends now use her and are very happy with the service. She is very attentive, personable, and an expert in her field. She has been able to turn my investment to a high return! I feel very safe and comfortable with her expertise as she is one of the best in her field. I love the small shop feel but know how to play with the big boys. Definitely recommend them if you're looking for a Financial Adviser!

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    Evan Russo
    5

    I had a great experience at Gerber and Kawasaki. I would definitely recommend them. My financial advisor, Brett Sifling, took the time to sit with me and create a financial plan. I was surprised to see how affordable saving can be. The best part was I didn't need a lot of money to start an account. I feel confident now that I am on track with my money. Looking forward to the future! Thanks Brett!!!

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    Chad Williams
    5

    I have nothing but great things about Gerber Kawasaki. My advisor Brett Sifling truly changed my life for the better. I've been following Brett on twitter for years and years (@BsiflingTrades).. The kid is smart as heck. He sat down with me and took a comprehensive overview of my entire financial situation before making my perfect recommendation. He has been a great resource for my financial life and there is no reason you shouldn't work with him. Keep up the good work Brett!!

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    Diane Smith
    5

    My husband and I have worked with Zach Bainter for several years and have been extremely happy with his attention to detail, expertise, and the genuine way he cares for our financial well being. He helped us set up retirement plans and has made us a sizable amount of money through the years. He always has his clients best interest in mind and does what it takes to individualize their needs. I highly recommend Zach and the Gerber Kawasaki team!!!

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    Amy Dittoe
    5

    I have worked with Bryan Miranda at Gerber Kawasaki for the last three-ish years. In that time, Bryan has helped me to dig myself out of student loan debt, build a comprehensive financial plan and actually stick to it. Bryan and the experts at GK strike the perfect balance of making smart recommendations while keeping their clients informed and involved with all decisions made on their behalf. I finally feel that my financial future is secure and in great hands. Highly recommend!

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    Tim Smith
    5

    We had the BEST experience at Gerber Kawasaki! Our financial adviser Mike Baker took the time to sit down with us to create a plan and helped us start saving for our house. We've always had great service and a great experience with him and the whole team. Looking forward to the future with them.

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    Brooke Duran
    5

    Zachary Bainter has been my financial advisor for the past several years! He is extremely knowledgable, caring and great to work with. I had no prior knowledge of investing and setting up a retirement plan, but Zach knew exactly how to guide me in the right direction. I highly recommend Zachary Bainter at Gerber Kawasaki, as he always has his client's best interest in mind.

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    Navid Shahrzad
    5

    My experience at Gerber Kawasaki has been phenomenal. My financial advisor, Mike Baker, walked me through the process of getting started investing and saving to purchase my first home! The service he provided me was exceptional. I highly recommend!

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    FAQs

    • 1. How to Get in Touch Wtth Gerber Kawasaki Wealth and Investment Management?

      You can dial this phone number +1 310-399-6397. Or you can enter their official website and fill in the request form online.
    • 3. What Services Can I Find In Gerber Kawasaki Wealth and Investment Management?

      Gerber Kawasaki Wealth and Investment Management offers you various services which include: '
      • Financial planning
      • Home purchasing consulting
      • Investment advising
      • Investment management
      • Life insurance
      ' You can secure a title loan if you have gotten a clear auto title under your name.
    • 5. Is Gerber Kawasaki Wealth and Investment Management an Agency or a Lender?

      Gerber Kawasaki Wealth and Investment Management is a Financial planner. To make things easier, iPaydayLoans can link you with a wide range of reputed lenders over the internet. You can get a fast personal loan via us with no hard credit check.
    • 2. What Is the Address Of Gerber Kawasaki Wealth and Investment Management? How Can I Access?

      Gerber Kawasaki Wealth and Investment Management is located at 2716 Ocean Park Blvd #2020, Santa Monica, CA 90405, United States. You may refer to the map and find the most convenient way to access it.
    • 4. How Can I Apply for Loans at Gerber Kawasaki Wealth and Investment Management?

      You can enter their official website and fill in the request form online. If you are looking for payday advances over the internet, you can turn to our website for more details.
    • 6. What to Do if I Fail to Repay My Loan?

      You can consult with your lender if you are struggling with the monthly payments. Different lenders have different standards to deferred payment. It is advisable to read carefully before signing the loan agreement.
    • 7. Does Gerber Kawasaki Wealth and Investment Management Offer Loans for Bad Credit?

      Yes, but if you want to higher your chances of getting a bad credit loan, you can turn to our broker service! Just visit our website to get an installment loan even with bad credit.