local ai registry · agent view · /biz/ca/santa-monica/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca

# Gerber Kawasaki Wealth and Investment Management

Financial Planner — Santa Monica, California. Registry entry: https://localairegistry.com/biz/ca/santa-monica/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca

**AI Score: 36/100** (Poor, verified August 5, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 2 of 3)

### ChatGPT — named
Asked: "best financial planner in Santa Monica" (checked August 5, 2026)
> 5.0 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary Eddy Financial 4.8 Gerber Kawasaki Wealth and Investment Management Expand Use two fingers to move the map © Mapbox Terms© OpenStreetMap WINDFALL FINANCIAL ADVISORS,…

### Perplexity — named
Asked: "best financial planner in Santa Monica" (checked August 5, 2026)
> …5.0 WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA 5.0 MDRN Wealth 5.0 Gerber Kawasaki Wealth and Investment Management 4.5 Crafted Wealth Management 5.0 NWF Advisory Group Inc 4.0 Angeles Investment Advisors 5.0 DLHORTON…

### Gemini — not named
Asked: "best financial planner in Santa Monica" (checked August 4, 2026)
> Gemini answered with other businesses; Gerber Kawasaki Wealth and Investment Management was not mentioned.

## What reviews say

> 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.

Consistently praised:
- Nick Licouris's personalized financial planning
- Jimmy Bisharat's exceptional customer service
- Steven Evensen's comprehensive financial strategies

Recurring complaints:
- Disorganization with paperwork
- Internal mistakes leading to IRS issues
- Lack of support during complex financial transitions

Bottom line: Gerber Kawasaki is distinguished by its dedicated advisors like Nick Licouris and Jimmy Bisharat, though some clients report significant administrative issues.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 39 |
| AI visibility | 14% | 67 |
| Reviews & response | 12% | 80 |
| Backlink & citation authority | 8% | 58 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 73 |
| Content freshness & schema | 5% | 63 |

## Others on record in Santa Monica

- Eddy Financial — AI Score 50
- Abacus Wealth Partners — AI Score 48
- WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary — AI Score 34
- DLHORTON ADVISORS — AI Score 33

Gerber Kawasaki Wealth and Investment Management ranks 3 of 5 in its category here.

## Facts

- Address: 2437 Main St, Santa Monica, CA 90405, USA
- Phone: (310) 399-6397
- Website: gerberkawasaki.com
- Hours Mon: 9:00 AM – 5:00 PM
- Hours Tue: 9:00 AM – 5:00 PM
- Hours Wed: 9:00 AM – 5:00 PM
- Hours Thu: 9:00 AM – 5:00 PM
- Hours Fri: 9:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Gerber Kawasaki Wealth and Investment Management?
The business operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.

### Does Gerber Kawasaki Wealth and Investment Management require reservations for consultations?
No, the business does not require reservations for consultations.

### What is Gerber Kawasaki Wealth and Investment Management known for?
The business is known for providing personalized financial planning and investment management services, with a strong emphasis on client relationships and tailored advice.

### Is there parking available at Gerber Kawasaki Wealth and Investment Management?
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.

### What special features does Gerber Kawasaki Wealth and Investment Management offer?
The business offers comprehensive wealth management services, including tax planning and estate planning, along with a focus on fiduciary advice and personalized client support.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.