The Declaration of (Financial) Independence



By Greg Fields
07.01.2019

As a graduate of “Mr. Jefferson’s University” (University of Virginia), I apologize ahead of time for my willful literary abuse of his Declaration of Independence. Sorry T.J., but it’s for a good cause.

When in the course of human events, it becomes necessary for people to jettison the poor financial habits which have prevented them from assuming the power of their wealth (and peace of mind), common sense requires investors fess-up to the causes which impel them to lose money.

We hold these truths to be self-evident, that all investors – black, white, brown and LGBT - are equal and endowed with the unalienable right to unbiased, conflict-free financial advice so they may enjoy Life, Liberty, watching Netflix and the pursuit of a work-optional lifestyle.

Whenever phoned-in financial advice becomes destructive of these ends, it is the Right of the Investor to yank their assets and institute a relationship with an Independent Financial Professional. Prudence, indeed, will dictate that advisors at the Big Brokerage Houses - long established - should not be tolerated for their “me-first” mindset and rapacious fees.

After a long train of abuses and usurpations, pursuing their own interests at the expense of their clients, the resulting absolute Despotism of The Big Brokerage Houses means that investors have the right – in fact - it is their duty, to throw off such chuckle-head investment advice, and provide new fiduciary protections for their future financial security.

Such has been the patient sufferance of the Average Investor, and now sheer necessity compels them to alter their Systems of Wealth Management. The history of Wall Street is a history of repeated injuries and usurpations, all establishing an absolute Tyranny over America’s wealth.

We, the Investment Representatives of the Gerber Kawasaki Wealth Management, do, in the Name, and by Authority of nice people everywhere, solemnly publish and declare, that exceptional financial advice is a Right and ought to be less expensive and Independent of conflicts. That investors are Absolved from all Allegiance to Creaky Old-School Brokers, and that all advisory connection between them and the State of Big Brokerage/Banks, is and ought to be totally dissolved.

Greg Fields is a Financial Advisor of Santa Monica, Calif-based Gerber Kawasaki Inc., an SEC-registered investment firm with approximately $859 million in assets under management as of 4/30/19. 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 the success or protects against loss. Readers shouldn’t buy any investment without doing their own research to determine if the investments are suitable for their situation. “All investments involve risk and one should consult a financial advisor before making any investments. Past performance is not indicative of future results.”