WOW- GK's Women of Wealth Group

We are in a new era where women are driven and career oriented. In fact, statistics show that in 40% of households, women are either leading or solo breadwinners. This is truly inspiring, but now creates a different demand in the financial planning space due to the unique challenges women face. It is not shocking that most women prefer to work with a female advisor, but because only 20% of all financial advisors are women, this group is severely under serviced. As a results, it was a natural progression for us to team up and create WOW, the Women of Wealth Group at Gerber Kawasaki. WOW’s mission is to build a community of empowered and educated women who want to feel secure and confident about their financial future.


The number of influential women in leadership positions have increased rapidly. For example, Meg Whitman, Marissa Mayer, and Indra Nooyi are some of the most powerful people in business. In 2013, 22 of the Fortune 500 companies CEOs were women, up from 18 in 2012, and 11 in 2011. Women are not only increasing their presence in top executive positions at work but also at home when it comes to making decisions about money. Most women now see themselves as the Chief Financial Officer of their homes, and they are less dependent on the their spouse or partner when it comes to making financial decisions. Making these types of decisions can be stressful and emotional. This is why women feel more comfortable consulting advice from an advisor who understands how to help them manage stress and provide clear information about the goals they are trying to achieve beyond the numeral aspect. They want a clear understanding of their finances, to worry less, and to work with someone who listens intently to their unique goals and challenges.


We have found this need true in our practice, and that’s why we have focused on working with successful and professional women. It is also why we created the WOW group at Gerber Kawasaki. We’re here to help, be a resource, and support team to our clients. Our goal is not only to create a customized financial strategy for every individual, family or business owner, but to also establish long term relationships where our clients feel educated and empowered about their financial future.


Francine Lai and Kaytlin Hall, MBA


Gerber Kawasaki Wealth Management
2716 Ocean Park Blvd #2022
Santa Monica, CA 90405

310-441-9393
www.gerberkawasaki.com



Francine CA Insurance License # 0G50172
Kaytlin CA Insurance License # 0H47202



Francine and Kaytlin are Registered Representatives with, and securities are offered through, LPL Financial. Member FINRA/SIPC.


* www.allianzlife.com
* The Shriver Report: A Woman’s Nation Changes Everything, by Maria Shriver and the Center for American Progress, September 2009. Men Buy, Women Shop': The Sexes Have Different Priorities When Walking Down the Aisles, published: November 28, 2007 in Knowledge@Wharton.
* Warren Buffett Invests Like a Girl: And Why You Should, Too (Motley Fool Books)