best financial planner in Santa Monica
Asked ChatGPT on August 5, 2026; it named Gerber Kawasaki Wealth and Investment Management.
2437 MAIN ST · SANTA MONICA
Financial Planner in Santa Monica, California
2437 Main St, Santa Monica, CA 90405, USA · (310) 399-6397 · Mon-Fri 9am to 5pm
Of the financial planners in Santa Monica on the registry, Eddy Financial ranks first. Gerber Kawasaki Wealth and Investment Management is third of 5.
Located at 2437 Main St in Santa Monica, Gerber Kawasaki Wealth and Investment Management has earned a reputation for its personalized approach to financial planning. With a strong rating of 4.5 from 165 reviews, clients often speak highly of their advisors, particularly Nick Licouris, who is noted for his attentive guidance and ability to navigate complex financial situations.
Many clients appreciate the peace of mind that comes from having their portfolios managed by knowledgeable professionals who prioritize their long-term financial well-being. The warm atmosphere and commitment to client success make Gerber Kawasaki a trusted choice for those looking to secure their financial futures.
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Asked ChatGPT on August 5, 2026; it named Gerber Kawasaki Wealth and Investment Management.
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Gerber Kawasaki Wealth and Investment Management holds an AI Score of 36. Eddy Financial holds 50. Those are the figures the registry holds for both.
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Nick Licouris's personalized financial planning. Jimmy Bisharat's exceptional customer service. Steven Evensen's comprehensive financial strategies. That is the pattern across 25…
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The business operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
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The business offers comprehensive wealth management services, including tax planning and estate planning, along with a focus on fiduciary advice and personalized client support.
Disorganization with paperwork. Internal mistakes leading to IRS issues. Lack of support during complex financial transitions.
No, the business does not require reservations for consultations.
Eddy Financial leads the Santa Monica financial planner leaderboard with an AI Score of 50, followed by Abacus Wealth Partners (48), Gerber Kawasaki Wealth and Investment…
The business is known for providing personalized financial planning and investment management services, with a strong emphasis on client relationships and tailored advice.
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The most recent post on this business’s Google listing is from July 17, 2020. We hold 1 post from it, read on August 4, 2026.
No. The listing shows Gerber Kawasaki Wealth and Investment Management closed on Saturday and Sunday. It opens Monday, Tuesday, Wednesday, Thursday and Friday.
The business is located at 2437 Main St, Santa Monica, CA 90405, and parking availability may vary in the area; clients are advised to check for local parking options.
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