best financial planner in Santa Monica
Question · by santa_monica_noor · Member since Sep 2026 · 1 post · 7w7 weeks ago
Financial planner in Santa Monica, CA
4.5 · 165 reviewsOpen today until 5 PMOpen until 5
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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life.
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Updated Aug 3, 2026Last activity 1 month ago, a question from santa_monica_noor.
6 asked · 0 answered by Gerber Kawasaki Wealth and Investment Management
Question · by santa_monica_noor · Member since Sep 2026 · 1 post · 7w7 weeks ago
Question · by santa_wren · Member since Jul 2026 · 7 posts · 7w7 weeks ago
Question · by santa_jo_90405 · Member since Sep 2026 · 1 post · 7w7 weeks ago
Question · by march_parent_downtown · Member since Jul 2026 · 96 posts · 8w8 weeks ago
Question · by circling_on_main · Member since Jul 2026 · 38 posts · 7w7 weeks ago
Question · by holiday_bride_south · Member since Jul 2026 · 110 posts · 8w8 weeks ago
What Gerber Kawasaki Wealth and Investment Management offers, what it costs, and what people come for.
Gerber Kawasaki Wealth and Investment Management lists 16 services on its website. These are the 13 people ask about most, with a plain description and how many reviews mention each.
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No code detected[Photo 4]When it's quiet, where to park, and what's nearby.
Blue Bottle Coffee is next door for coffee. The Place To Be is a 1 minute walk for a cafe. MUD\WTR :gather is a 1 minute walk for a cafe.
Nearby places from Google Maps, read Sep 18, 2026.
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
What reviews, press and directories say about Gerber Kawasaki Wealth and Investment Management.
4.5from 165 reviews on Google
Gerber Kawasaki is distinguished by its dedicated advisors like Nick Licouris and Jimmy Bisharat, though some clients report significant administrative issues. Clients of Gerber Kawasaki Wealth and Investment Management often describe a sense of security and personalized attention from their advisors. Many highlight the supportive and knowledgeable nature of advisors like Nick Licouris, Jimmy Bisharat, and Steven Evensen, who guide clients through complex financial decisions with clarity and care.
The AI Score is out of 100, read from 8 signals across search and AI.
37 Santa Monica avg
Signal and how much it countsGerber Kawasaki Wealth and Investment Management
Every business is scored the same way, and nobody can pay for a better score.
Gerber Kawasaki Wealth and Investment Management, as AI sees it. Blue signals help Gerber Kawasaki Wealth and Investment Management, and red ones hold it back.
Claiming your page is free.
The page ChatGPT, Gemini, Perplexity and Google read about Gerber Kawasaki Wealth and Investment Management. The code version is exactly what their crawlers get.
Local AI Registry · Financial planners in Santa Monica, CA · Editorial
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
Gerber Kawasaki Wealth and Investment Management is a financial planner in Santa Monica, CA. This page names 2 people on its team. Its AI Score is 36 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
| Fact | Value |
|---|---|
| Type | Financial planner |
| Address | 2437 Main St, Santa Monica, CA 90405, USA |
| Hours | Mon to Fri 9 AM to 5 PM · Closed Sat to Sun |
| Phone | (310) 399-6397 |
| Rating | 4.5 across 165 reviews on Google |
| Updated | August 3, 2026 |
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
| Group | Fact | Value | Mark | Evidence |
|---|---|---|---|---|
| Location info | Address | 2437 Main St, Santa Monica, CA 90405, USA | Confirmed | Google Business Profile |
| Location info | Description | 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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Gerber Kawasaki Wealth and Investment Management | Confirmed | Google Business Profile |
| Location info | Phone | (310) 399-6397 | Confirmed | Google Business Profile |
| Hours | Monday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | 401k | From their website | Business website |
| Services | Service | All media | From their website | Business website |
| Services | Service | Allmedia | From their website | Business website |
| Services | Service | Corporate retirement plans | From their website | Business website |
| Services | Service | Financial planning | From their website | Business website |
| Services | Service | High net worth | From their website | Business website |
| Services | Service | Investment management | From their website | Business website |
| Services | Service | Lgbt group | From their website | Business website |
| Services | Service | Life insurance | From their website | Business website |
| Services | Service | Media | From their website | Business website |
| Services | Service | Natda contact | From their website | Business website |
| Services | Service | Nilmedia | From their website | Business website |
| Services | Service | Sports industry wealth management | From their website | Business website |
| Services | Service | Technology group | From their website | Business website |
| Services | Service | Wealth building | From their website | Business website |
| Services | Service | Wealth management | From their website | Business website |
| Services | Service | 401k management | AI guess | |
| Team | San Francisco, CA | Confirmed | Google Business Profile | |
| Team | Santa Monica, CA | Confirmed | Google Business Profile | |
| Links | https://facebook.com/gerberkawasaki | AI guess | Our record | |
| Links | https://instagram.com/gerberkawasaki | AI guess | Our record | |
| Links | TikTok | https://tiktok.com/@marketswithmia | AI guess | Our record |
| Links | Website | https://www.gerberkawasaki.com/ | Confirmed | Google Business Profile |
These are the 16 services Gerber Kawasaki Wealth and Investment Management offers, with the price where we have one and where it came from.
| Service | Price | Price mark | Price evidence | Service mark |
|---|---|---|---|---|
| All media | From their website | |||
| Technology group | From their website | |||
| Wealth building | From their website | |||
| Corporate retirement plans | From their website | |||
| Financial planning | From their website | |||
| High net worth | From their website | |||
| Investment management | From their website | |||
| Life insurance | From their website | |||
| Media | From their website | |||
| Natda contact | From their website | |||
| Sports industry wealth management | From their website | |||
| Allmedia | From their website | |||
| Wealth management | From their website | |||
| Lgbt group | From their website | |||
| Nilmedia | From their website | |||
| 401k | From their website |
2 people are named on this page.
| Field | Value | Mark | Evidence |
|---|
| Field | Value | Mark | Evidence |
|---|
Address: 2437 Main St, Santa Monica, CA 90405, USA. Phone: (310) 399-6397. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)
From Google Business Profile: "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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life."
| Place | Type | Distance |
|---|---|---|
| Edgemar Restaurant + Lounge | Restaurant | 1 min walk |
| Sidedoor Santa Monica | Restaurant | 1 min walk |
| Blue Bottle Coffee | Coffee shop | 1 min walk |
| Edgemar Parking | Parking lot | 1 min walk |
| Rabano | Restaurant | 1 min walk |
| The Galley | Steak house | 1 min walk |
4.5 average across 165 reviews: Google 165. (Confirmed, read August 3, 2026.)
Gerber Kawasaki is distinguished by its dedicated advisors like Nick Licouris and Jimmy Bisharat, though some clients report significant administrative issues. (AI guess, from 165 reviews.)
We ask Perplexity, ChatGPT and Gemini about Gerber Kawasaki Wealth and Investment Management. These are the answers that don’t match this page.
ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.
| Fact | What AI says | What this page says |
|---|---|---|
| Address | Perplexity, read by Local AI Registry on Aug 5, 2026: 429 Santa Monica Blvd | 2437 Main St, Santa Monica, CA 90405, USA |
It measures how likely AI engines are to recommend a business, and how accurately. Santa Monica financial planners run 24 to 53. Fair starts at 45, good at 65. Gerber Kawasaki Wealth and Investment Management scores 36, below the Santa Monica average of 37. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | Gerber Kawasaki Wealth and Investment Management |
|---|---|---|---|---|
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 67 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Good |
| Reviews & response | 12 | 80 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 58 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 73 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.
| Entity | Type | ID on this page | Same as | Relationship to Gerber Kawasaki Wealth and Investment Management |
|---|---|---|---|---|
| Gerber Kawasaki Wealth and Investment Management | LocalBusiness | #business | https://www.gerberkawasaki.com/ | Subject of this page |
| Santa Monica, CA | Person | #team-santa-monica | ||
| San Francisco, CA | Person | #team-san-francisco | ||
| Santa Monica, California | City | #city | City Gerber Kawasaki Wealth and Investment Management is in | |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |
Where this page sits in the registry. It's one profile among the financial planners in Santa Monica, linked to the lists and towns around it.
This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.
Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.
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Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.
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# Gerber Kawasaki Wealth and Investment Management, Santa Monica CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/santa-monica/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/santa-monica/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca ## Photos -  -  -  -  -  ## In short Gerber Kawasaki Wealth and Investment Management is a financial planner in Santa Monica, CA. This page names 2 people on its team. Its AI Score is 36 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 2437 Main St, Santa Monica, CA 90405, USA | | Hours | Mon to Fri 9 AM to 5 PM · Closed Sat to Sun | | Phone | (310) 399-6397 | | Rating | 4.5 across 165 reviews on Google | | Updated | August 3, 2026 | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 2437 Main St, Santa Monica, CA 90405, USA | Confirmed | Google Business Profile | | Location info | Description | 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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life. | Confirmed | Google Business Profile | | Location info | Hours | Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile | | Location info | Name | Gerber Kawasaki Wealth and Investment Management | Confirmed | Google Business Profile | | Location info | Phone | (310) 399-6397 | Confirmed | Google Business Profile | | Hours | Monday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | Closed | Confirmed | Google Business Profile | | Hours | Sunday | Closed | Confirmed | Google Business Profile | | Services | Service | 401k | From their website | Business website | | Services | Service | All media | From their website | Business website | | Services | Service | Allmedia | From their website | Business website | | Services | Service | Corporate retirement plans | From their website | Business website | | Services | Service | Financial planning | From their website | Business website | | Services | Service | High net worth | From their website | Business website | | Services | Service | Investment management | From their website | Business website | | Services | Service | Lgbt group | From their website | Business website | | Services | Service | Life insurance | From their website | Business website | | Services | Service | Media | From their website | Business website | | Services | Service | Natda contact | From their website | Business website | | Services | Service | Nilmedia | From their website | Business website | | Services | Service | Sports industry wealth management | From their website | Business website | | Services | Service | Technology group | From their website | Business website | | Services | Service | Wealth building | From their website | Business website | | Services | Service | Wealth management | From their website | Business website | | Services | Service | 401k management | AI guess | | | Team | San Francisco, CA | | Confirmed | Google Business Profile | | Team | Santa Monica, CA | | Confirmed | Google Business Profile | | Links | Facebook | https://facebook.com/gerberkawasaki | AI guess | Our record | | Links | Instagram | https://instagram.com/gerberkawasaki | AI guess | Our record | | Links | TikTok | https://tiktok.com/@marketswithmia | AI guess | Our record | | Links | Website | https://www.gerberkawasaki.com/ | Confirmed | Google Business Profile | ## Services and prices These are the 16 services Gerber Kawasaki Wealth and Investment Management offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | All media | | | | From their website | | Technology group | | | | From their website | | Wealth building | | | | From their website | | Corporate retirement plans | | | | From their website | | Financial planning | | | | From their website | | High net worth | | | | From their website | | Investment management | | | | From their website | | Life insurance | | | | From their website | | Media | | | | From their website | | Natda contact | | | | From their website | | Sports industry wealth management | | | | From their website | | Allmedia | | | | From their website | | Wealth management | | | | From their website | | Lgbt group | | | | From their website | | Nilmedia | | | | From their website | | 401k | | | | From their website | ### Known for Share your review link so AI can say what you're known for ## The team 2 people are named on this page. ### Santa Monica, CA | Field | Value | Mark | Evidence | | --- | --- | --- | --- | ### San Francisco, CA | Field | Value | Mark | Evidence | | --- | --- | --- | --- | ## Visiting Gerber Kawasaki Wealth and Investment Management Address: 2437 Main St, Santa Monica, CA 90405, USA. Phone: (310) 399-6397. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From Google Business Profile: "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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life." ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | Edgemar Restaurant + Lounge | Restaurant | 1 min walk | | Sidedoor Santa Monica | Restaurant | 1 min walk | | Blue Bottle Coffee | Coffee shop | 1 min walk | | Edgemar Parking | Parking lot | 1 min walk | | Rabano | Restaurant | 1 min walk | | The Galley | Steak house | 1 min walk | ## Reputation 4.5 average across 165 reviews: Google 165. (Confirmed, read August 3, 2026.) Gerber Kawasaki is distinguished by its dedicated advisors like Nick Licouris and Jimmy Bisharat, though some clients report significant administrative issues. (AI guess, from 165 reviews.) ### What people do not like - Disorganization with paperwork - Internal mistakes leading to IRS issues - Lack of support during complex financial transitions ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### best financial planner in Santa Monica ### any last minute slots at Gerber Kawasaki Wealth and Investment Management? ### Gerber Kawasaki Wealth and Investment Management or Eddy? ### budget options in Santa Monica, what is decent ### first visit here, what do I need to bring? ### worth it or not, what do the regulars say ### Are the hours on Google right for Gerber Kawasaki Wealth and Investment Management in Santa Monica? ### do regulars get anything here ### Anything this place is known for doing well? ### Downsides nobody puts in a five star review? ### walk in here, or is it appointment only? ### people keep recommending Gerber Kawasaki Wealth and Investment Management, what for? ### last update from here was when? ### Ballpark for a visit to a planner in Santa Monica? ### lunch near Main, what is good ### anyone been on a Saturday, were they trading ### is there parking at Gerber Kawasaki Wealth and Investment Management or is it street only? ## What AI gets wrong about Gerber Kawasaki Wealth and Investment Management We ask Perplexity, ChatGPT and Gemini about Gerber Kawasaki Wealth and Investment Management. These are the answers that don’t match this page. ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026. | Fact | What AI says | What this page says | | --- | --- | --- | | Address | Perplexity, read by Local AI Registry on Aug 5, 2026: 429 Santa Monica Blvd | 2437 Main St, Santa Monica, CA 90405, USA | ## The AI Score: 36 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Santa Monica financial planners run 24 to 53. Fair starts at 45, good at 65. Gerber Kawasaki Wealth and Investment Management scores 36, below the Santa Monica average of 37. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Gerber Kawasaki Wealth and Investment Management | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 67 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Good | | Reviews & response | 12 | 80 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good | | Backlink & citation authority | 8 | 58 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 73 | Core Web Vitals at the 75th percentile, on a real phone. | Good | | Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to Gerber Kawasaki Wealth and Investment Management | | --- | --- | --- | --- | --- | | Gerber Kawasaki Wealth and Investment Management | LocalBusiness | #business | https://www.gerberkawasaki.com/ | Subject of this page | | Santa Monica, CA | Person | #team-santa-monica | | | | San Francisco, CA | Person | #team-san-francisco | | | | Santa Monica, California | City | #city | | City Gerber Kawasaki Wealth and Investment Management is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in Santa Monica, linked to the lists and towns around it. ### Lists - Best financial planners in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-planner - Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJLzBaNhy7woAReycvSJ7l3AE (accessed Aug 3, 2026) - [2] gerberkawasaki.com, https://www.gerberkawasaki.com/wealth-management (accessed Sep 18, 2026) - [3] gerberkawasaki.com, https://www.gerberkawasaki.com/401k (accessed Sep 18, 2026) - [4] gerberkawasaki.com, https://www.gerberkawasaki.com/all-media (accessed Sep 18, 2026) - [5] gerberkawasaki.com, https://www.gerberkawasaki.com/allmedia (accessed Sep 18, 2026) - [6] gerberkawasaki.com, https://www.gerberkawasaki.com/corporateplans (accessed Sep 18, 2026) - [7] gerberkawasaki.com, https://www.gerberkawasaki.com/financial-planning (accessed Sep 18, 2026) - [8] gerberkawasaki.com, https://www.gerberkawasaki.com/high-net-worth (accessed Sep 18, 2026) - [9] gerberkawasaki.com, https://www.gerberkawasaki.com/investment-management (accessed Sep 18, 2026) - [10] gerberkawasaki.com, https://www.gerberkawasaki.com/lgbt-group (accessed Sep 18, 2026) - [11] gerberkawasaki.com, https://www.gerberkawasaki.com/life-insurance (accessed Sep 18, 2026) - [12] gerberkawasaki.com, https://www.gerberkawasaki.com/media (accessed Sep 18, 2026) - [13] gerberkawasaki.com, https://www.gerberkawasaki.com/natda-contact (accessed Sep 18, 2026) - [14] gerberkawasaki.com, https://www.gerberkawasaki.com/nilmedia (accessed Sep 18, 2026) - [15] gerberkawasaki.com, https://www.gerberkawasaki.com/sports-industry-wealth-management (accessed Sep 18, 2026) - [16] gerberkawasaki.com, https://www.gerberkawasaki.com/technology-group (accessed Sep 18, 2026) - [17] gerberkawasaki.com, https://www.gerberkawasaki.com/wealth-building (accessed Sep 18, 2026) - [18] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
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<article>
<header>
<p>Local AI Registry · Financial planners in Santa Monica, CA · Editorial</p>
<h2>Gerber Kawasaki Wealth and Investment Management, Santa Monica CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>Gerber Kawasaki Wealth and Investment Management is a financial planner in Santa Monica, CA. This page names 2 people on its team. Its AI Score is 36 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial planner</td></tr>
<tr><td>Address</td><td>2437 Main St, Santa Monica, CA 90405, USA</td></tr>
<tr><td>Hours</td><td>Mon to Fri 9 AM to 5 PM · Closed Sat to Sun</td></tr>
<tr><td>Phone</td><td>(310) 399-6397</td></tr>
<tr><td>Rating</td><td>4.5 across 165 reviews on Google</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>2437 Main St, Santa Monica, CA 90405, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life.</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>Gerber Kawasaki Wealth and Investment Management</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(310) 399-6397</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>9:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>9:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>9:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>9:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>9:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Services</td><td>Service</td><td>401k</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>All media</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Allmedia</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Corporate retirement plans</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Financial planning</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>High net worth</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Investment management</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Lgbt group</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Life insurance</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Media</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Natda contact</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Nilmedia</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Sports industry wealth management</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Technology group</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Wealth building</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Wealth management</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>401k management</td><td>AI guess</td><td></td></tr>
<tr><td>Team</td><td>San Francisco, CA</td><td></td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Team</td><td>Santa Monica, CA</td><td></td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Links</td><td>Facebook</td><td>https://facebook.com/gerberkawasaki</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>Instagram</td><td>https://instagram.com/gerberkawasaki</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>TikTok</td><td>https://tiktok.com/@marketswithmia</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>Website</td><td>https://www.gerberkawasaki.com/</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<p>These are the 16 services Gerber Kawasaki Wealth and Investment Management offers, with the price where we have one and where it came from.</p>
<table>
<thead><tr><th scope="col">Service</th><th scope="col">Price</th><th scope="col">Price mark</th><th scope="col">Price evidence</th><th scope="col">Service mark</th></tr></thead>
<tbody>
<tr><td>All media</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Technology group</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Wealth building</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Corporate retirement plans</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Financial planning</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>High net worth</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Investment management</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Life insurance</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Media</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Natda contact</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Sports industry wealth management</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Allmedia</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Wealth management</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Lgbt group</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Nilmedia</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>401k</td><td></td><td></td><td></td><td>From their website</td></tr>
</tbody>
</table>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
<p>2 people are named on this page.</p>
<h4>Santa Monica, CA</h4>
<table>
<thead><tr><th scope="col">Field</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
</tbody>
</table>
<h4>San Francisco, CA</h4>
<table>
<thead><tr><th scope="col">Field</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
</tbody>
</table>
</section>
<section id="ai-visiting-gerber-kawasaki-wealth-and-investment-management">
<h3>Visiting Gerber Kawasaki Wealth and Investment Management</h3>
<p>Address: 2437 Main St, Santa Monica, CA 90405, USA. Phone: (310) 399-6397. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From Google Business Profile: "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 do it. With offices in Santa Monica, CA and San Francisco, CA and over $3.5 Billion in assets under management as of 6/30/25, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life."</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>Edgemar Restaurant + Lounge</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>Sidedoor Santa Monica</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>Blue Bottle Coffee</td><td>Coffee shop</td><td>1 min walk</td></tr>
<tr><td>Edgemar Parking</td><td>Parking lot</td><td>1 min walk</td></tr>
<tr><td>Rabano</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>The Galley</td><td>Steak house</td><td>1 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<p>4.5 average across 165 reviews: Google 165. (Confirmed, read August 3, 2026.)</p>
<p>Gerber Kawasaki is distinguished by its dedicated advisors like Nick Licouris and Jimmy Bisharat, though some clients report significant administrative issues. (AI guess, from 165 reviews.)</p>
<h4>What people do not like</h4>
<ul>
<li>Disorganization with paperwork</li>
<li>Internal mistakes leading to IRS issues</li>
<li>Lack of support during complex financial transitions</li>
</ul>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>best financial planner in Santa Monica</h4>
<h4>any last minute slots at Gerber Kawasaki Wealth and Investment Management?</h4>
<h4>Gerber Kawasaki Wealth and Investment Management or Eddy?</h4>
<h4>budget options in Santa Monica, what is decent</h4>
<h4>first visit here, what do I need to bring?</h4>
<h4>worth it or not, what do the regulars say</h4>
<h4>Are the hours on Google right for Gerber Kawasaki Wealth and Investment Management in Santa Monica?</h4>
<h4>do regulars get anything here</h4>
<h4>Anything this place is known for doing well?</h4>
<h4>Downsides nobody puts in a five star review?</h4>
<h4>walk in here, or is it appointment only?</h4>
<h4>people keep recommending Gerber Kawasaki Wealth and Investment Management, what for?</h4>
<h4>last update from here was when?</h4>
<h4>Ballpark for a visit to a planner in Santa Monica?</h4>
<h4>lunch near Main, what is good</h4>
<h4>anyone been on a Saturday, were they trading</h4>
<h4>is there parking at Gerber Kawasaki Wealth and Investment Management or is it street only?</h4>
</section>
<section id="ai-what-ai-gets-wrong">
<h3>What AI gets wrong about Gerber Kawasaki Wealth and Investment Management</h3>
<p>We ask Perplexity, ChatGPT and Gemini about Gerber Kawasaki Wealth and Investment Management. These are the answers that don’t match this page.</p>
<p>ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.</p>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">What AI says</th><th scope="col">What this page says</th></tr></thead>
<tbody>
<tr><td>Address</td><td>Perplexity, read by Local AI Registry on Aug 5, 2026: 429 Santa Monica Blvd</td><td>2437 Main St, Santa Monica, CA 90405, USA</td></tr>
</tbody>
</table>
</section>
<section id="ai-score">
<h3>The AI Score: 36 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Santa Monica financial planners run 24 to 53. Fair starts at 45, good at 65. Gerber Kawasaki Wealth and Investment Management scores 36, below the Santa Monica average of 37. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">Gerber Kawasaki Wealth and Investment Management</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>0</td><td>Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.</td><td>Poor</td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>39</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>67</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Good</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>80</td><td>The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.</td><td>Good</td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>58</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td>Fair</td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>90</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>73</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td>Good</td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>63</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td>Fair</td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to Gerber Kawasaki Wealth and Investment Management</th></tr></thead>
<tbody>
<tr><td>Gerber Kawasaki Wealth and Investment Management</td><td>LocalBusiness</td><td>#business</td><td>https://www.gerberkawasaki.com/</td><td>Subject of this page</td></tr>
<tr><td>Santa Monica, CA</td><td>Person</td><td>#team-santa-monica</td><td></td><td></td></tr>
<tr><td>San Francisco, CA</td><td>Person</td><td>#team-san-francisco</td><td></td><td></td></tr>
<tr><td>Santa Monica, California</td><td>City</td><td>#city</td><td></td><td>City Gerber Kawasaki Wealth and Investment Management is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial planners in Santa Monica, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial planners in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-planner</li>
<li>Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJLzBaNhy7woAReycvSJ7l3AE (accessed Aug 3, 2026)</li>
<li>[2] gerberkawasaki.com, https://www.gerberkawasaki.com/wealth-management (accessed Sep 18, 2026)</li>
<li>[3] gerberkawasaki.com, https://www.gerberkawasaki.com/401k (accessed Sep 18, 2026)</li>
<li>[4] gerberkawasaki.com, https://www.gerberkawasaki.com/all-media (accessed Sep 18, 2026)</li>
<li>[5] gerberkawasaki.com, https://www.gerberkawasaki.com/allmedia (accessed Sep 18, 2026)</li>
<li>[6] gerberkawasaki.com, https://www.gerberkawasaki.com/corporateplans (accessed Sep 18, 2026)</li>
<li>[7] gerberkawasaki.com, https://www.gerberkawasaki.com/financial-planning (accessed Sep 18, 2026)</li>
<li>[8] gerberkawasaki.com, https://www.gerberkawasaki.com/high-net-worth (accessed Sep 18, 2026)</li>
<li>[9] gerberkawasaki.com, https://www.gerberkawasaki.com/investment-management (accessed Sep 18, 2026)</li>
<li>[10] gerberkawasaki.com, https://www.gerberkawasaki.com/lgbt-group (accessed Sep 18, 2026)</li>
<li>[11] gerberkawasaki.com, https://www.gerberkawasaki.com/life-insurance (accessed Sep 18, 2026)</li>
<li>[12] gerberkawasaki.com, https://www.gerberkawasaki.com/media (accessed Sep 18, 2026)</li>
<li>[13] gerberkawasaki.com, https://www.gerberkawasaki.com/natda-contact (accessed Sep 18, 2026)</li>
<li>[14] gerberkawasaki.com, https://www.gerberkawasaki.com/nilmedia (accessed Sep 18, 2026)</li>
<li>[15] gerberkawasaki.com, https://www.gerberkawasaki.com/sports-industry-wealth-management (accessed Sep 18, 2026)</li>
<li>[16] gerberkawasaki.com, https://www.gerberkawasaki.com/technology-group (accessed Sep 18, 2026)</li>
<li>[17] gerberkawasaki.com, https://www.gerberkawasaki.com/wealth-building (accessed Sep 18, 2026)</li>
<li>[18] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)</li>
</ul>
</section>
</article>
</main>
</body>
</html>This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.