Gerber Kawasaki Wealth & Investment Management

Matthew Iantosca is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he acts as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual, institutional, and municipal clients. The firm offers tailored wealth management and financial planning services, employing strategies such as tax-loss harvesting and active stop-loss management, and also acts as a sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

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.

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 her advisory role, she was affiliated with Loyola Marymount University and Redwood High School. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities. The firm employs tailored investment strategies, offers a range of services from wealth management to pension consulting, and manages an actively managed ETF focused on growth stocks.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with three years of experience. He holds a Series 65 designation and has worked in diverse roles including at Plastic Trees Pictures and Papa Romano's Pizza. Mc Cormick has also been involved with the McCormick Basketball Camp since 2012. Gerber Kawasaki serves a broad range of individual and institutional clients, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored portfolio strategies with ongoing monitoring and uses techniques such as tax-loss harvesting and active stop-loss management.

Benjamin Dunbar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. Prior to his current role, he worked at LPL Financial from 2014 to 2019. He also acts 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, high-net-worth, and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with active management techniques and also serves as sub-adviser to an actively managed growth-focused ETF.

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 at Gerber Kawasaki Wealth & Investment Management with three years of industry experience. He has worked at Gerber Kawasaki since 2022 and previously held positions at Coastal Marine Services, San Diego State University, and Steele Canyon High School. Gerber Kawasaki serves a diverse client base, including individual households across wealth levels and institutional entities such as pension plans and municipal governments. 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.

Benjamin Rosbach is a financial advisor at Gerber Kawasaki Wealth & Investment Management with one year of industry experience. He holds a Series 65 designation and has worked previously at Dexcom, Inc. and Enfield Farms, Inc. Outside of finance, he has experience as a lifeguard and was involved with the Bayside Swimming Club. 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 active monitoring and serves as sub-adviser to an actively managed growth stock ETF.

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 at Gerber Kawasaki Wealth & Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial from 2012 to 2019. In addition to his advisory role, Shmilovich serves 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 individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies, active monitoring, and tax-efficient techniques, and also acts as sub-adviser to an actively managed growth-focused ETF.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 credential and began his advisory career in 2025. Prior to joining Gerber Kawasaki, he was a full-time student and has held positions outside of finance, including work at Finley Golf Course and Blox LLC. Gerber Kawasaki serves a diverse client base, including individual households across wealth levels and institutional entities such as pension plans and municipal clients. The firm employs tailored investment strategies with ongoing portfolio monitoring and offers access to alternative investments, financial planning, and ETF sub-advisory services.

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 17 years of industry experience. He has held roles at Gerber Kawasaki since 2010 and previously worked at LPL Financial LLC for nine years. In addition to his advisory work, he is involved in insurance agency ownership and refers clients to Gerber Kawasaki Tax Services, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored investment strategies with ongoing monitoring and provides access to alternative investments and digital estate-planning tools.

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.