find place the Gerber Kawasaki Wealth and Investment Management?
2437 Main St, Santa Monica, CA 90405
find phone number Gerber Kawasaki Wealth and Investment Management 📱?
(310) 399-6397
What Clients Are Saying Gerber Kawasaki Wealth and Investment Management (GG)
5 /5 julian borrego: I am very pleased to collaborate on my investment portfolio with Gerber Kawasaki - particularly and primarily in working with Robby Lewis.
His genuine interest, attention, and advice is exceptional- and I am satisfied with the way my investments are tracking.
I highly recommend working with Robby Lewis.
5 /5 Aasif Osmany: I have had great experiences working with the GK team over the last 2 years. They are the most responsive of any financial planning or tax company I have worked with in the past. Incredibly knowledgeable and friendly team and always feel like they are supporting me.
Kevin, Mia, Joanna, and Ruth have all be incredibly helpful!
5 /5 Ami Mohrman: We joined GK and have been incredibly impressed with our experience working with Jimmy Bisharat. We feel like we are in good hands and can trust him to guide us into making great financial moves. Jimmy is patient and also young and hungry so he knows a lot of new things and trends that older advisors might not be open to or are too set in their ways. Highly recommend working with Jimmy.
2 /5 BloodRaven: I came for a 1 time financial plan with some very simple questions. I guess if youre not a high value client or dont let them manage your assets, then you arent worth their time.
My advisor failed to follow-up on sending the promised deliverables for both meetings, I had to reach out and ask. There were typos and they clearly ignored certain parts of my financial situation. I dont think I will be going back for future planning needs.
Camille Bidese We are new customers of EFC Wealth Management and really looking forward to working with Cory and the team. He is very personable and very transparent. So Happy!!