Matthew Iantosca is a CFP® professional with 18 years of experience in the financial industry. He has worked at Gerber Kawasaki Wealth & Investment Management since 2010 and was previously with LPL Financial for nine years. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a broad range of clients including individual households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis to build individualized portfolios and offers services such as wealth management, pension consulting, and tax preparation.

Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 designation. He has been with Gerber Kawasaki since 2023 and has prior experience in various roles including at Plastic Trees Pictures and Papa Romano's Pizza. Outside of finance, he has been involved with McCormick Basketball Camp since 2012. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, and institutional clients. The firm employs an active management approach with fundamental and technical analysis, systematic rebalancing, and tax strategies while providing a range of wealth management and financial planning services.

Benjamin Dunbar is a CFP® with 12 years of experience in the financial industry, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. He previously worked at LPL Financial from 2014 to 2019. Dunbar is also involved with GK Tax and Accounting in Santa Monica, where he refers clients and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a wide range of clients, including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning. The firm employs an active management approach combining fundamental and technical analysis and provides both discretionary and non-discretionary portfolio management.

Jeff Kim is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2023. His prior experience includes roles at SagePoint Financial and B.B. Graham & Co. He is also a licensed insurance agent. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering tailored wealth management, financial planning, and access to alternative investments alongside active portfolio management techniques.

Saleem Bisharat is a financial advisor with Gerber Kawasaki Wealth & Investment Management, holding a Series 65 designation and four years of industry experience. Prior to joining Gerber Kawasaki in 2022, he worked at Coastal Marine Services and has experience in education roles at San Diego State University and Steele Canyon High School. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and institutional clients. The firm offers wealth management, financial planning, pension consulting, and tax and estate-planning services through a combination of discretionary and non-discretionary portfolio management with active strategies such as systematic rebalancing and tax-loss harvesting.

Benjamin Rosbach is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding the Series 65 designation with one year of industry experience. His work background includes roles at Gerber Kawasaki Wealth & Investment Management, Dexcom, Inc., and Enfield Farms, Inc. Outside of finance, he has experience as a lifeguard at Cal Poly ASI and was involved with the Bayside Swimming Club. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting, employing an active investment approach with systematic rebalancing, tax-loss harvesting, and both discretionary and non-discretionary portfolio management.

Brendan Jung is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Gerber Kawasaki Wealth & Investment Management, having joined in 2026. His prior experience includes roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, spanning from 2015 to 2026. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management, pension consulting, and ancillary services, employing an active management approach that incorporates fundamental and technical analysis alongside systematic rebalancing and tax-loss harvesting.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

Ross Gerber is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC from 2012 to 2018 and has been with Gerber Kawasaki since 2010. Outside of advisory work, Gerber is involved in several ventures including co-founding Cocoon Music LLC, working as a consultant and speaker in expert networks, and holding minority ownership and advisory roles in various firms such as Roundhill Financial Inc. and House Hack LLC. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored portfolio strategies with active management techniques and provides alternative investment access alongside digital tools and standardized programs.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also serves as a liaison between clients and the firm's tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finley Golf Course, Blox LLC, and Greybox Investments, as well as periods as a full-time student. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and governmental entities. The firm offers wealth management, financial planning, pension consulting, and related services, using an active management approach with both fundamental and technical analysis.

Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and manages an actively managed ETF focused on growth stocks.

Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Kristin Carrillo is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Gerber Kawasaki, she worked at Barkada for five years and has additional experience at Fullstack Academy and 43 Group. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers a range of wealth management and financial planning services using both discretionary and non-discretionary portfolio management with an active approach that includes systematic rebalancing and tax-loss harvesting.

Veronica Rodriguez is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 credential and joined the firm in 2025. Prior to entering the financial industry, her work experience includes positions in law and publishing. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, and institutional clients. The firm employs an active management approach with individualized portfolio models, combining fundamental and technical analysis alongside long- and short-term strategies.

Xiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and National Planning Corporation. Bi is also the managing member and CPA at Wheeler and BI LLP and serves as secretary for Safetool Corporation, a product development and sales business. Additionally, she refers clients to GK Tax and Accounting and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm provides wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning, employing an active management approach with both discretionary and non-discretionary portfolio strategies.

Ashley Guapo is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to joining Gerber Kawasaki, she worked briefly at Cetera Advisor Networks and has experience in other roles including at Avasant and Alo Yoga. Gerber Kawasaki serves a broad range of clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and municipal entities. The firm employs tailored investment strategies and offers services such as wealth management, financial planning, pension consulting, and access to alternative investments, alongside managing an actively managed growth-focused ETF.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Daniel Mezzera is a CFP® and Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. Prior to joining Gerber Kawasaki in 2021, he spent 14 years at Tecolote Research Inc. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice in that capacity. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach that combines fundamental and technical analysis with long- and short-term strategies, offering both discretionary and non-discretionary portfolio management along with ancillary services such as tax preparation and estate planning.

Elijah Souza is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Souza acts as a liaison between clients and CPAs at GK Tax and Accounting, referring clients and providing financial planning support. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including both individual and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with ongoing monitoring and also acts as sub-adviser to an actively managed growth-focused ETF.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and New York Life. Outside of his advisory work, he manages an online retail business selling acne treatment products. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and government entities. The firm offers wealth management, financial planning, pension consulting, and portfolio management using a blend of fundamental and technical analysis, active strategies, and dedicated programs for smaller investors.

Sage Casaga is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2020. Prior to that, he held roles at Glenn Burdette, Cal Poly, Gideon Strategic Partners, and Casaga Electric Inc. Casaga also provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual households across wealth levels as well as institutional entities. The firm offers wealth management, financial planning, pension consulting, ETF sub-advisory services, and alternative investment access, managing portfolios with tailored strategies and ongoing monitoring.

Shawn Da Cruz is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2021. Prior to this, he held positions at Louis and Clark, Costco, CVS, and Walmart. Outside of advising, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients to CPAs and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, pension consulting, and ancillary services such as tax preparation and estate planning. The firm employs active portfolio management strategies combining fundamental and technical analysis and supports both retail and institutional clients through various advisory roles and investment vehicles.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.

Brett Sifling is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2017. Outside of his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual investors and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and serves as sub-adviser to an actively managed growth stock ETF.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with seven years of industry experience. He has been with Gerber Kawasaki since 2019 and holds a Series 65 designation. Outside of his advisory role, he serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki advises a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, and pension consulting. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis and providing a range of services including tax preparation and estate-planning tools.

Brogan Mooney is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fidelity Investments, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with tailored portfolio models, combining fundamental and technical analysis, and offers a range of wealth management and financial planning services.

Steven Evensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. His prior roles include positions at Northwestern Mutual Investment Services, Edward Moyzes, Charles Schwab, and Vanguard. He is also a licensed notary. Gerber Kawasaki Wealth & Investment Management advises a diverse client base that includes individual households, retirement plans, trusts, corporations, and institutional clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio services, incorporating fundamental and technical analysis and maintaining a dedicated program for smaller investors.

Robert Lewis is a CFP® with five years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2021. Prior to this, he has been employed at the Jet Propulsion Laboratory since 2016. He is involved with GK Tax and Accounting, providing accounting services and acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management and financial planning services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Ryan Gomez is a CFP® and holds a Series 66 license, currently advising at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. His prior roles include positions at OSAIC and UBS Wealth Management, among others. Outside of finance, he has experience working in the food service industry. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and supports a large client load through standardized programs and digital tools.

Hatem Dhiab is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial for seven years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Dhiab refers clients to Gerber Kawasaki Tax Services and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active investment management approach with customized models, systematic rebalancing, and tax-loss harvesting.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Kiran Hodgdon is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. They hold a Series 65 license and have recently joined the industry, with prior experience including roles at Capital Group and Cal Poly San Luis Obispo. Gerber Kawasaki serves a wide range of clients including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, offering services such as wealth management, pension consulting, and tax planning.

Michael Baker is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds the Series 66 designation and has worked at Gerber Kawasaki since 2018, with prior roles at LPL Financial, LLC and Tecolote Research Inc. In addition to his advisory duties, he serves as a liaison between clients and the firm's CPA department, referring clients to GK Tax and Accounting. Gerber Kawasaki Wealth & Investment Management advises a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active portfolio management approach blending fundamental and technical analysis, offering both discretionary and non-discretionary services alongside tax preparation and estate-planning tools.

Robert Castillo is a CFP® professional with 16 years of experience in financial advising. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki Wealth & Investment Management since 2010. In addition to his advisory role, Castillo serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and coordinating client services. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities. The firm employs tailored portfolio strategies with ongoing monitoring and offers services such as wealth management, pension consulting, and access to alternative investments, alongside digital tools and standardized programs to manage a high client load.