This month, Gerber Kawasaki Wealth & Investment Management celebrates its 7th year. Founded on June 1st, 2010, GK was the realization of a vision, motivated by the financial collapse of 2008. Prior to June 1st, 2010, Ross Gerber and I spent countless hours working on our business plan. Looking back, it is quite remarkable how closely we have stayed to our original business plan. We knew we didn’t want to be just another financial firm. We set out to disrupt the financial industry’s status quo and offer our clients a new, refreshing alternative to the banks and wirehouses that sent us into the biggest recession since the Great Depression.
Today, the dream has become more than a reality. Gerber Kawasaki is now a leader in the financial services industry. Ross Gerber is one of the most respected and coveted financial experts in the country, covering a wide range of financial topics for the most influential financial mediums in the world such as CNN, CNBC, Bloomberg, Fox Business, Reuters, Wall Street Journal, and many others. Our team of 25 highly dedicated advisors and staff members now manages nearly $600 million in clients’ assets spread over 4,000 households across the country.
Our success is predicated on 7 core values that are at the epicenter of everything we do. What an opportune time to share with you our 7 core values on our 7th birthday.
01 EXCEPTIONAL SERVICE
* We respond to all of our clients' requests the same day
* We simplify and minimize clients' administrative burdens
* We empower clients with knowledge and timely information
* We encourage the continuous improvement of our advisors with daily meetings
* We firmly believe our clients come first - fiduciary responsibility
* Gerber Kawasaki Code of Ethics
04 FULL TRANSPARENCY
* We have 100% Disclosure
* We eliminate any and all conflicts of interest
* We strive to be leaders in our community
* We maintain strong relationships with all of our clients
06 LIFE GOALS
* We assist our clients with achieving life goals through the proper management of their financial resources
* We improve clients' lives by taking the stress out of managing one of the most important
components of their lives
07 TEAM APPROACH
* We have a collaboration and accountability of a highly skilled and professional team of advisors
* "Alone we can do so little; together we can do so much." - Helen Keller
Thank you so much for the confidence and trust you have bestowed upon us these past 7 years. We don’t take this responsibility lightly and work diligently every day to give you our best.
Vice President and COO
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which course of action may be appropriate for you, consult your financial advisor. No strategy assures success or protects against loss.
Gerber Kawasaki, 2716 Ocean Park Blvd. #2022 Santa Monica, CA 90405. Contact us at (310) 441-9393.