Gerber Kawasaki Wealth and Investment Management - Santa Monica, California

Jen K.

I was a client of GK for many years, happy with the performance of my portfolio, etc. Looking back my financial planning needs were very straightforward and simple, so they didn’t require a lot of interaction or support.

When I started working for myself and required additional support, that’s when things completely fell apart.

GK made internal mistakes and submitted duplicate paperwork (one without my signature!) to the IRS, which took me literally years to figure out and resolve— to the tune of $40k. Imagine getting a note of balance owed for an incorrect amount of $, it’s very stressful.

Had they helped to resolve the issue with the IRS and not left it up to me and my attorney, I likely would not review them in this way or filed a formal complaint, but they didn’t. My financial planner originally told me “I was mistaken”. Literally I spent over 50+ hours figuring out what happened and resolving this issue on my own—- this included getting copies of documents, faxing them while on the phone with the IRS, following up, resending documents and continuing to follow-up. Oh yeah and I had to start making payments on a balance not owed, too.

Either they are very disorganized with their paperwork or they pay less careful attention to particular clients. Either isn’t great when you’re trusting someone to provide financial guidance.

I’ll leave you with this additional bit of info — my planner told me this happened because I had “so” many transactions. I think I may have had six total over two years. That seems pretty manageable to me.

Please consider other financial planners—-

Sammy L.

I'm specifically writing this review for Steven Evensen at Gerber Kawasaki!

I'll be honest, as a real estate investor I'm not a fan of most financial advisors. :/ They really seem to be one-trick ponies (invest in the stock market and I'll just take a percentage, no prob!).

But Steven is different - he actually listens to people's goals, and helps them reach it. If it means investing in rental properties, or saving to buy their first home, or aiming for FIRE (early retirement), he's game!

I've been lucky enough to help some of his clients achieve their real estate goals, and Steven was along for the ride advising and helping make it happen. Also, his clients are SUPER nice and cool, which is a reflection of who he attracts.

As a real estate broker I've happily referred my clients to him, knowing that they'll be taken care of by someone honest. Look forward to more collaborations with Steven as he continues to grow!

chandler R.

I’ve worked with Robby Lewis for almost 2 years now, and I’ve never felt so secure in my financial future.
Robby sat down with me multiple times to go over my financial needs and goals to determine the best strategy for my situation.
I can’t recommend GK - specifically Robby, enough. Robby is the type of guy who goes above and beyond for his clients, and becomes your great friend in the process. Thank you Robby!

Scott S.

Ross Gerber is a morally bankrupt individual with zero ethics. Please be careful investing with this company. If integrity, and morality are qualities you look for in a person who wants to handle your hard earned money , keep going. Those qualities are not found at Gerber Kawasaki.

Lena A.

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.

Robert A.

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.

Kurtis K.

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!

Kaitlin K.

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.