What People love about this company
In the wake of the financial crisis, many brand-name financial institutions had destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long time friends, that a new paradigm for wealth and investment management was not only needed, but also they were the people to...
read moreIn the wake of the financial crisis, many brand-name financial institutions had destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long time friends, that a new paradigm for wealth and investment management was not only needed, but also they were the people to...
read more(16) Reviews for this company
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Kassin A
I have had the most amazing experience with Jimmy Bisharat! He made the entire set up process so easy and has helped me for years now. I can’t recommend him and Gerber Kawasaki enough 🙌🏻 5 stars for me!!
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Shiva Bhaskar
This review is for Steven Evensen. I am an attorney, and have referred folks over to Steven, including a good friend who is an executive with a technology company. Steven is a fantastic financial advisor. He not only has great insights, but he is patient and low pressure. I highly recommend his services.
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Aasif Osmany
I have had great experiences working with the GK team over the last 2 years. They are the most responsive of any financial planning or tax company I have worked with in the past. Incredibly knowledgeable and friendly team and always feel like they are supporting me.Kevin, Mia, Joanna, and Ruth have all be incredibly helpful!ServicesTax planning, Service not listed
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David Thompson
I can’t say enough great things about Steven Evensen. He’s patient, easy to talk to, and truly committed to helping you make smart decisions. Steven doesn’t just focus on investments; he helps build a long-term plan that actually fits your life and goals. Highly recommend Steven and the Gerber Team!ServicesFinancial planning, Investment advising
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Nicholas Garcia
Steven Evensen is incredibly knowledgeable and professional, but what really sets him apart is how much he genuinely cares about his clients. He takes the time to really listen and understand what matters most to you, and he tailors his advice to fit your specific goals. I can’t recommend him highly enough if you’re looking for a financial advisor who’s both smart and sincerely dedicated to helping you thrive.
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Fiona Bryan
Steven Evensen is a true professional and has his clients' best interests at heart. As a mortgage broker, I've had the pleasure of working with Steven to help people strategize the purchase of a first home. Many advisors and planners tend to shy away from investments that don't earn them income, this is not true with Steven. He takes the time to listen and develop a comprehensive plan that includes all aspects of a persons financial well-being. Highly recommend!ServicesFinancial planning, Investment advising, Wealth management, Home purchasing consulting
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Megan Klock
Ryan Gomez is an incredibly passionate person when it comes to helping others achieve their financial goals. He wants the best for his clients, regardless if it's for his benefit or not. I trust his expertise with my financial planning, and look forward to learning more from him and seeing what he can help me achieve in the future!ServicesFinancial planning, Retirement savings consulting, Investment advising
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Kate Sarantos
Ryan Gomez has been such a great financial planner to work with! He understands your goals and is always happy to talk through/ answer any questions. Highly recommend Ryan at Gerber Kawasaki!
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kathy tang
Steve Evensen has been incredible to work with! They make financial planning feel easy to understand and genuinely care about helping me reach my goals. I appreciate how responsive and transparent they are — I always feel like I’m in great hands. Can’t recommend them enough!ServicesFinancial planning
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Ben Trussell
I am extremely happy with the services and results since working with Financial Advisor, Ryan Gomez. He is extremely knowledgeable, trustworthy, and someone who brings joy to each and every meeting. My confidence in my financial goals has skyrocketed since working with Ryan. I couldn’t be more grateful!ServicesFinancial planning
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Aaron C
I’ve been working with Ryan Gomez for a while now, and I can confidently say he’s one of the best financial advisors I’ve ever met. He takes the time to explain options clearly, make thoughtful recommendations, and always put my goals first. His professionalism, honesty, and expertise make financial planning feel easy and stress-free. I’m grateful to have him in my corner!
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Daniel Abro
Jimmy Bisharat has been incredible for our family’a financial planning. He helped us get organized, build on our investments, and create a real plan for our future… all in a way that actually made sense!He’s patient, easy to talk to, and truly cares about what’s best for us. We finally feel confident about our finances and where we’re headed. Highly recommend working with him.ServicesFinancial planning
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Deanna Abro
Jimmy Bisharat at Gerber Kawasaki is the real deal. He takes the time to understand your goals and makes complex financial decisions simple and actionable.I never feel sold to do anything, just guided by someone who genuinely cares and knows his stuff. I finally feel confident about my plan and where I’m headed financially. Highly recommend working with him.ServicesFinancial planning
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Michael Emslie
Ryan Gomez has been incredibly helpful as a financial advisor. As a young professional, Ryan has helped me get organized and developed a long-term strategy for my personal finances. He has been knowledgeable and trustworthy, and always puts my best interests first. I would highly recommend Ryan to anyone who is looking for help in planning their financial future.ServicesFinancial planning, Retirement savings consulting, Education savings consulting
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Edward Neuman
Working with Steven Evensen and GK has been a great experience. He’s helped me build a solid plan and has taken the time to explain the reasoning behind each recommendation. He’s patient, responsive, and always willing to answer questions or talk through concerns. It’s clear he genuinely cares about his clients’ goals and wants them to feel confident in their decisions. I’d recommend Steven to anyone looking for a knowledgeable, trustworthy financial advisor who makes the process approachable.ServicesFinancial planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management, Home purchasing consulting
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Andrew Frohling
This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — so
(16) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(16)
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Kassin A
I have had the most amazing experience with Jimmy Bisharat! He made the entire set up process so easy and has helped me for years now. I can’t recommend him and Gerber Kawasaki enough 🙌🏻 5 stars for me!!
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Megan Klock
Ryan Gomez is an incredibly passionate person when it comes to helping others achieve their financial goals. He wants the best for his clients, regardless if it's for his benefit or not. I trust his expertise with my financial planning, and look forward to learning more from him and seeing what he can help me achieve in the future!ServicesFinancial planning, Retirement savings consulting, Investment advising
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Fiona Bryan
Steven Evensen is a true professional and has his clients' best interests at heart. As a mortgage broker, I've had the pleasure of working with Steven to help people strategize the purchase of a first home. Many advisors and planners tend to shy away from investments that don't earn them income, this is not true with Steven. He takes the time to listen and develop a comprehensive plan that includes all aspects of a persons financial well-being. Highly recommend!ServicesFinancial planning, Investment advising, Wealth management, Home purchasing consulting
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Nicholas Garcia
Steven Evensen is incredibly knowledgeable and professional, but what really sets him apart is how much he genuinely cares about his clients. He takes the time to really listen and understand what matters most to you, and he tailors his advice to fit your specific goals. I can’t recommend him highly enough if you’re looking for a financial advisor who’s both smart and sincerely dedicated to helping you thrive.
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David Thompson
I can’t say enough great things about Steven Evensen. He’s patient, easy to talk to, and truly committed to helping you make smart decisions. Steven doesn’t just focus on investments; he helps build a long-term plan that actually fits your life and goals. Highly recommend Steven and the Gerber Team!ServicesFinancial planning, Investment advising
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