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2437 Main St
Santa Monica, California 90405
We joined GK and have been incredibly impressed with our experience working with Jimmy Bisharat. We feel like we are in good hands and can trust him to guide us into making great financial moves. Jimmy is patient and also young and hungry so he knows a lot of new things and trends that older advisors might not be open to or are too set in their ways. Highly recommend working with Jimmy.
I came for a 1 time financial plan with some very simple questions. I guess if you're not a high value client or don't let them manage your assets, then you aren't worth their time. My advisor failed to follow-up on sending the promised deliverables for both meetings, I had to reach out and ask. There were typos and they clearly ignored certain parts of my financial situation. I don't think I will be going back for future planning needs.
I was a client of GK for many years, happy with the performance of my portfolio, etc. Looking back my financial planning needs were very straightforward and simple, so they didn't require a lot of interaction or support. When I started working for myself and required additional support, that's when things completely fell apart. GK made internal mistakes and submitted duplicate paperwork (one without my signature!) to the IRS, which took me literally years to figure out and resolve? to the tune of $40k. Im
Ross Gerber is driven more by ideology than he is the financial success of his clients, judging by his wildly partisan statements and poor investment decisions. If you enjoy watching your assets decline, feeling smugly superior and believing nonsense, this is the place for you!
I'm specifically writing this review for Steven Evensen at Gerber Kawasaki! I'll be honest, as a real estate investor I'm not a fan of most financial advisors. :/ They really seem to be one-trick ponies (invest in the stock market and I'll just take a percentage, no prob!). But Steven is different - he actually listens to people's goals, and helps them reach it. If it means investing in rental properties, or saving to buy their first home, or aiming for FIRE (early retirement), he's game! I've been lucky
I've worked with Robby Lewis for almost 2 years now, and I've never felt so secure in my financial future. Robby sat down with me multiple times to go over my financial needs and goals to determine the best strategy for my situation. I can't recommend GK - specifically Robby, enough. Robby is the type of guy who goes above and beyond for his clients, and becomes your great friend in the process. Thank you Robby!
I have worked with GK for more than 10 years. One thing that I really appreciate is that I've had the same financial advisor throughout, which shows their commitment to their clients. Bryan Miranda is always available to answer my questions and responds same day. Recently, I realized I had lost track of an old 401k. He quickly helped me to call the retirement company and advised me on best next steps. He will often make a recommendation but after thoroughly exploring and explaining all options. I trul
Ross Gerber is a morally bankrupt individual with zero ethics. Please be careful investing with this company. If integrity, and morality are qualities you look for in a person who wants to handle your hard earned money , keep going. Those qualities are not found at Gerber Kawasaki.
I have been with Gerber Kawasaki for nearly 10 years and have been nothing but impressed year after year. Bryan Miranda, our Financial Advisor is a true expert and takes the time to listen to my family?s financial goals. He provides us with a multitude of options and is there every step of the way. Bryan is always available when I call and he perfectly blends customer service and professionalism. If you are looking to take your financial portfolio to the next level, Bryan Miranda the GK family will without
I have been with Gerber Kawasaki for a couple of months now and have nothing but great things to say about them. Before coming to GK I have been doing all of my investments myself, but it is by far more than a full time job. With the help of my advisor Michael Baker, I do not have to worry about my finances and I know that my money/future is safe with them. He has also been my good friend for about 15 years now and knows how I am about my finances, so it shows how much trust I have in Gerber Kawasaki and Mi
Had a great experience at Gerber Kawasaki. Met with Michael Baker and I couldn't be happier starting my personal finance investments with him and this company! Michael was very easy to talk to as he helped me learn about my personal finances and help plan my future financial goals. He's always been available to promptly answer any questions or concerns I have had! Investing can be a big decision but I'm happy to have made the decision to invest with a company who invests just as much to their clients as the
Working with Ben Dunbar at Gerber Kawasaki has been one of the best financial choices I have ever made. He goes above and beyond to answer all my questions and has taught me so much about investing. Ben has set up different accounts for my different financial goals and I am confident I will be able to reach these goals with his help. I couldn't recommend working with him anymore.
I met with Brett a few months ago and we went over a comprehensive financial plan. From going over my net worth, to doing a budget, to crunching how much I need for retirement.. he made it all easy to understand and had great recommendations on how to improve my specific situation. I ended opening up a liquid and retirement account with Brett and I am proud to be a Gerber Kawasaki client. Keep up the good work!
We had the BEST experience at Gerber Kawasaki! Our financial adviser Mike Baker took the time to sit down with us to create a plan and helped us start saving for our house. We've always had great service and a great experience with him and the whole team. Looking forward to the future with them.
My experience at Gerber Kawasaki was exceptional. My financial adviser Brett Sifling, was extremely helpful in walking me through the process of the first stages of investing. He not only helped me with my investments but helped me see how I spend my money and how to plan for the future. Brett always responds to my emails quickly, he is also very knowledgeable and explains concepts to me in a language I an understand. I would highly recommend him to anyone looking to invest or create a future financial plan
I've been working with Gerber Kawasaki for over 4 years and they have been AMAZING! My Financial Adviser is Francine Lai and I'd recommend her to everyone. In fact, most of my friends now use her and are very happy with the service. She is very attentive, personable, and an expert in her field. She has been able to turn my investment to a high return! I feel very safe and comfortable with her expertise as she is one of the best in her field. I love the small shop feel but know how to play with the big boys.
I have worked with Bryan Miranda at Gerber Kawasaki for the last three-ish years. In that time, Bryan has helped me to dig myself out of student loan debt, build a comprehensive financial plan and actually stick to it. Bryan and the experts at GK strike the perfect balance of making smart recommendations while keeping their clients informed and involved with all decisions made on their behalf. I finally feel that my financial future is secure and in great hands. Highly recommend!
If you are thinking about working with Gerber Kawasaki, please ask for Michael Baker. I was new to the whole investing thing and I have been working with my advisor, Michael Baker, for a couple months now and I know that he has my best interest in mind. He was very helpful in explaining an investing plan that would best work with my budget and I feel confident in my investments. If you want an investor who is easy to reach and has your best interests, I highly recommend Gerber Kawasaki and Michael Baker
I had a great experience at Gerber and Kawasaki. I would definitely recommend them. My financial advisor, Brett Sifling, took the time to sit with me and create a financial plan. I was surprised to see how affordable saving can be. The best part was I didn't need a lot of money to start an account. I feel confident now that I am on track with my money. Looking forward to the future! Thanks Brett!!!
Great company that is very interested in doing what is best for each individual client. I feel very confident in my investments after meeting with my advisor, Brett Sifling. He took the time to explain things to me in a way I could understand. I highly recommend Gerber Kawasaki and Brett for your financial needs
I have always been interested in investing but never knew where to start. My friend recommended meeting with Brett Sifling at Gerber Kawasaki. Brett helped me establish the right accounts including a ROTH IRA where I can now earn tax free money at retirement. The entire process has been much easier than I thought possible. Brett and the Gerber Kawasaki?s client services team is as good as it gets.
My experience with Gerber Kawasaki has been a great one. I have worked with Zach Bainter on business planning for a startup I began a couple of years ago. He is always available to answer questions; guide me and make suggestions I never would have otherwise considered. It is nice the level of personal attention they give to their clients big or small. I highly recommend them.
My wife and I had never had any experience with financial planning, and we were pleasantly surprised of how knowledgeable our Adviser Brett Sifling was. He made us feel at ease and really helped us understand exactly what each account is for and what to expect. If you're new to investing or just want a company that gives you a personal feel, check out Gerber Kawasaki and ask for Brett Sifling, he's the best!
My experience at Gerber Kawasaki has been phenomenal. My financial advisor, Mike Baker, walked me through the process of getting started investing and saving to purchase my first home! The service he provided me was exceptional. I highly recommend!
I've been a client of Gerber Kawasaki's for over 10 years and have been very happy with them. My financial advisor is Francine Lai and I trust her completely. She is clear and frank with her recommendations, responds quickly to my inquiries, and makes a point to check in on me periodically. My portfolio has grown year after year!
I have been working with Gerber Kawasaki wealth management since 2013. Zach Bainter is my advisor and he has constantly exceeded my expectations. Zach is a great communicator, a fast responder and always willing to explain anything I have questions on or about. I've been very happy with my ROI and subsequently referred many family members and friends to him. Zach always goes above and beyond and I'm grateful for his services.
As a new business owner in Los Angeles I got into savings and retirement funds for myself and my future. I made an appointment with Brett Sifling at Gerber Kawasaki to broaden my knowledge and perspective on stocks/bonds and savings and I walked away from this meeting with more knowledge and experience than I ever thought I would. I made an account with Brett, and would highly recommend anybody to make an account through Brett with this company!
As a young adult I came to realize that it is extremely important to invest in stocks/bonds and my retirement to better my future. I made an appointment with Brett at Gerber Kawasaki to broaden my knowledge in savings and how everything works. Brett was patient and answered all my questions with his advanced knowledge and taught me so much about savings. I had no problem starting an account through Brett and I would recommend anybody I know to start an account with Gerber Kawasaki.
Great company. Helped me and my husband plan for our kids future. Cool thing is they meet with you in person no matter how much money you have. They set up our financial plan and helped us invest. We felt really comfortable working with them as CEO Ross Gerber is great. Love watching him on CNBC and CNN. So great to have the most knowledgeable and experienced advisers helping our family. thanks.
Just got started with an investment plan for me my wife?s future and decided to go with Gerber Kawasaki. Our first meeting with Brett Sifling our financial advisor went better than expected. Everything was very thorough and upfront which made me very pleased and secure with this company. Brett Sifling is very easy to work with and I would reference him to any of my family and friends
Zachary Bainter has been my financial advisor for the past several years! He is extremely knowledgable, caring and great to work with. I had no prior knowledge of investing and setting up a retirement plan, but Zach knew exactly how to guide me in the right direction. I highly recommend Zachary Bainter at Gerber Kawasaki, as he always has his client's best interest in mind.
Ben Dunbar and the entire team at Gerber Kawasaki have made my personal investments the least painful and most beneficial part of my financial life. Ben is endlessly available to answer all of my questions, big and small. The quick replies and clarity instantly put my mind at ease. When it comes to these kinds of questions, you want your answer right away, and Ben and GK family provide that! Ben has encouraged me throughout this journey as I learn about the world of personal investment for the first tim
Brett Sifling at Gerber Kawasaki has been a tremendous help in my financial life. Brett sat down with me and created a detailed financial plan that helped me get ahold of my budget and start putting money away. He is patient and always answers my questions in a timely matter. Highly recommend meeting with him.
Robert Castillo at GK has been a perfect financial advisor for me over the years I've worked with him. He is client-focused and has been a great support in helping me navigate my investments, retirement savings and financial planning. As someone with no experience or understanding of financial planning, I so appreciate how Robert has made everything as easy and uncomplicated for me as possible!
I've just invested into GK with a very helpful person names Brett Siftling. He explained all that's good with stocks and long time stock investment opportunities. He than personally started a retirement fund that will soon be pulling out $250 a month from my current account and investing it so I can retire easy after I'm done working. This came in extremely handy do to the fact the my career does not offer 401K. Honestly, I think investment is a much smarter choice than 401K. He will jumble numbers all arou
Having worked in accounting and finance my whole career, I've sought out minimal financial guidance over the years. Now, with 2 kids in college, a recent change in my employment and retirement approaching in the relatively near future, I decided it was time to really take a hard look at my savings and retirement plans. I feel Brett Sifling and Gerber Kawasaki have tremendous vision and strategy for both my long term and short term financial goals. Brett has proven to be honest, patient and thorough. He
I was introduced to Gerber Kawasaki Wealth and Investment Management by my Financial Advisor Robert Castillo. I have been a client of Robert for over three years and I am incredibly satisfied with Robert's services. He has helped me open retirement savings and make investments. Robert has been very supportive and helpful with my financial planning, helping make my future plans come to fruition. Before Robert, I had very little education on this matter, but Robert was very knowledgable and helped me realize
I've been a client of GK for 8 years now. My financial advisor, Francine Lai, has been fantastic. When I began with her, I was fresh out of graduate school and in need of sound financial advice. Now she works with my husband and I to plan for our future and our children?s future. She will sit down with you and have a one on one consultation to figure out the best solution for you and your family's needs and the best approach. We are so grateful to have Francine as our financial advisor and highly recommend
I've had a great experience with Gerber Kawasaki and specifically my rep, Ben. Not only is he professional, but very knowledgeable and approachable. He has helped my husband I set multiple accounts including retirement, home deposit and college funds. I'd recommend him to all family and friends!
I've had the great fortune of working with Ben Dunbar at GK the past few years. The entire experience has been overwhelmingly positive. Ben is a consummate professional with a gift for making our conversations on investments uniquely personal, refreshingly honest, and human. He's exceeded any and all of my expectations for how a financial adviser can make a difference. I respect and trust his guidance. Looking forward to many more years of working with Ben.
I have been extremely happy with the professionalism and quality of Gerber Kawasaki. Building your weath and retirement has to be a number 1 priority and in the hands of the best out there. GK investment firm is top quality. My financial advisor Brett Sifling is incredible and taking my weath to a whole new level. The personal attention to detail and focus on what's best for me is hard to come by these days with most financial investors. Thank you GK and Brett Sifling for making me the priority and being
After college I found myself under a mountain of debt and my finances were out of control. I realized I was only getting deeper in to debt. Michael Baker sat down with me and set me up with an extensive financial plan. Although I am not completely debt free, yet*, I am much better off than I was this time last year. Michael provided me with great service and insight and I would definitely recommend him, as well as Gerber Kawasaki to anyone trying to get on a good path.
I have been with Gerber Kawasaki for many years and have been truly satisfied as a client in both up and down markets. Ayal Shmilovich is a great investment adviser and I would strongly recommend him and the firm to anyone. He is very proactive and has consistently outperformed. Thank you!
Matt Iantosca and Gerber Kawasaki have been great to work with. Not only is Matt professional but you also get a sense that he actually cares about you as a person. He puts in the effort to create a customized action plan and portfolio that is easy to follow and helps you stay on track along the way. Your financial investments are in good hands with Matt and the Gerber Kawasaki team.
I've been a client of Bryan Miranda?s at Gerber Kawasaki for almost 3 years now and have had nothing but the best financial service. Bryan is super knowledgeable, helpful and always very responsive. We are now in the process of buying our first home and it wouldn't have been possible without having Bryan as our financial adviser!
Scheduled a meeting with Brett Sifling over a month ago and couldn't be happier. I went into the meeting with no knowledge of savings or stocks and bonds. His extended knowledge and great communication skills led to me starting an account with Gerber Kawasaki that same day. Highly recommend contacting Brett and setting up a meeting.
Francine Lai has been my financial advisor for about 8 years now and I have referred many of my personal family and friends to her. She helped me put together a financial plan that I have seen grow tremendously over the years. She is very responsive and tentative, always following up with her clients to make sure that they feel secure about their financial decisions and their growing portfolio. I highly recommend her for anyone looking for a trustworthy and knowledgeable financial advisor!
If you are considering investing at all, I highly recommend that you give Brett Sifling at Gerber Kawaski a call. With so many investment opportunities, I wasn't sure where to invest my savings. Brett sat down with me and took a comprehensive look at my finances, and was able to build an investment plan specifically for me. Through Brett's advice, I was able to set up a retirement plan, actively invest in mutual funds, and put my money to work for me. Brett has been excellent from day 1, and through his adv
I have been working with the GK team for the last 5 years and have been more than pleased with the personal service and attention I have received from my account manager, Zach Bainter. He is always available to help answer questions and offer guidance for all my investment strategies. When we had our first child he helped set up her college fund and has been instrumental in helping family and friends contribute to the fund.
I've been self employed for 32 years. I met with Zach Bainter to ask what would I have to save/invest to be able to keep my standard of living in Santa Barbara, and retire in 10 years. Zach put together a plan for me. And I'm on track, actually ahead of the track, for my goal. Zach is knowledgeable. I appreciate his being able to explain my investments in simple terms. Always accessible, and quick to answer any questions or concerns I have. I appreciate that he checks in with me when he hasn't heard from me
I had a great experience over the phone with G&K! I felt like I didn't have any knowledge on investments or what my money could do for me before I spoke with Brett Sifiling. He is the best! Not only did he give me the tools I need to be even more successful but he also broke down every aspect of investing so that I could understand it at an elementary level. With Brett?s help I now feel more confident to do more with my money and also to expand my horizons for my future.
I was referred to Ben Dunbar by a friend I went to college with. I had no experience with investing, or even saving money responsibly, but Ben made the transition seamless. His devotion to client satisfaction is unwavering, and he is always available to answer any question I have -- even when I call him from a bar on the other side of the world. In truth, I was terrified at first to sign over a portion of my income to an investment firm, but Ben has made the experience not only comfortable, but fun. Now I e
I've worked with Gerber Kawasaki for over 10 years. I can not say enough good things about these guys. Starting out as a young professional I was clueless about what to do with my money. Since working with them I have been able to plan for major events in my life, most recently buying my first home. I have recommended them to all of my friends and they all have nothing but the same great experience as i have.
Great client service. Worked with Michael Baker to set up my investment accounts. He was very knowledgeable about current market trends and what to expect from a timeline standpoint. Felt very comfortable with multiple partners of the firm introducing themselves to me and answering any questions I had upon my initial investment. Great team environment. Highly Recommend.
Let's be real. When the market went to hell after the subprime nuclear bomb in 07/08 and the following recession, I think many people naturally became a bit cynical about the financial services industry. I for one certainly did, and in the past when I've received inquiries from firms looking to manage my money, I felt they were just looking to maximize their fees without actually taking care of my future. Then Brett Sifling (Investment Advisor at Gerber Kawasaki and one of Business Insider's "Top 20 Under 2
This is a fantastic wealth management firm. Matt Iantosca takes the time and effort to explain all aspects of investing. He helped me with my Corporate 401k, retirement funds, short-term investing accounts, and my life Insurance policy. Also, the pricing for management is exceptional. I have sent my sister, my brother, and all my friends to Gerber Kawasaki for all their Financial needs. Thank you!!!!
I've had a great experience working with Michael Baker from Gerber Kawasaki thus far. He clearly outlined a strategic financial plan for myself and he treats his clients personally. I look forward to continue working with Michael and Gerber Kawasaki.
I have worked with Gerber Kawasaki for over a year now.??Ayal Shmilovich, my advisor, is great.??He helped me build my financial plan and helped me invest my money and got it to grow for me. I had no investment experience before and no knowledge of financial planning and I am super excited that Ayal and GK helped me do it.??I highly recommend them to anyone who needs help with their money.
I'm so happy that I started working with Ben Dunbar. He helped me with my investments, 401k, IRA, life insurance, and just general financial planning and budgeting . He also linked in my husbands account after we got married which was a seamless process. Ben is very enthusiastic about his work and we feel so well taken care of.
Ben Dunbar has played a major role in helping my family plan for the future. He has been available when ever I need to talk and has always been transparent with what ever needs to be taken care of. I have recommended Ben to multiple friends and family and they are all very pleased with his professional services!
GK is simple. A fantastic wealth management service, personally tailored to your wants and wishes. 10/10 must ?buy? .... into this community geared towards happy and wealthy living styles. Ben Dunbar has helped me personally as well as countless friends and family. Take the time to grab lunch or sit down with him, you will not regret it.
The team at Gerber Kawasaki is Great. They've helped me get all the info I need for investments that can be really complicated and intimidating. Their team is patient and attentive, providing feedback and advice so I can make the best decisions with my money.
I have been with GK for 4+ years and working with Matt Iantosca as my financial advisor has been one of the best decisions I've made for my money. Always have had great service and a great experience with him and the whole team. Have recommended to friends and family.
Gerber Kawasaki takes great care of their clients. Ben Dunbar provides his clients with tremendous service and attention to detail. I recommend this firm, and Ben Dunbar in particular, to anyone.
I've had a great experience working with Bryan Miranda. I've sought his help for many years as he's very knowledgable, gets good results, and answers all my questions promptly. I would highly recommend him to anyone looking for a skilled investment adviser!
I have been working with Ben Dunbar at GK for over a year now. As a first time investor, Ben has taken the time to walk me through the process- every step of the way. GK's customer service has been great and Ben is always there for a call, an email, a visit, etc. Would highly recommend GK.
I have been a client of Zachary Bainter's for over 6 years. He has always been very professional, informative, available and committed to his clients. Zachary has helped my portfolio to grow and help me towards my retirement. I have referred several people to Zachary and I will continue to refer people to him.
The GK team has not only provided me with a variety of excellent investment services, but has also taken the extra step to really educate me about building and managing wealth. GK's ability to operate in such a customized, thoughtful way is truly unique for a firm with this level of AUM. I continue to look forward to a relationship with my trusted advisor, Ben Dunbar, and the whole GK team.
It's really hard to have someone else manage your money, so when my husband and I interviewed different financial advisors it was a difficult choice. We met with Francine Lai several times before we committed and ten years later, we are so happy and thankful that we chose her. Francine is very meticulous with everything she does and truly cares about taking care of us through life?s transitions as we look ahead toward retirement (hopefully soon with her help). There are many advisors out there, and I sugg
Brett has been amazing with helping me start saving! He made the whole experience a breeze. Highly recommend Gerber Kawasaki, great company.
We've been with GK for over 6 years. We have them to thank for helping us buy a home, harmoniously manage our fianc?s without ruining our marriage, and learning how to enjoy our money while responsibly building wealth. I have referred several friends that are happy as well. We feel like we are Ayal?s only clients with the amount of personal attention given to us and our ever changing careers. Our investments have performed very well (exceeding targets and comparisons with friends? performance) ? even my par
I have been working with Francine for the past year. She has been so helpful in helping my wife and me save and invest money and most recently start a college education fund for my son. It feel so wonderful to have financial security and to have someone encourage and support us along the way. We would be lost without her and I can't recommend Francine enough if you're looking to set yourself up in the future.
My husband and I have been working with Elijah Souza for almost a year now and we have to say we are very happy with the outcome. We were preparing to get married and needed some advice when it came to the financial details around the occasion. Elijah was a big help planning for our wedding financially!
Francine is great! She is knowledgeable, patient and wonderful at breaking down complicated financial terms so that I understand what is going on. I was hesitant at first to speak with someone and divulge such personal information, but she made me feel so comfortable and empowered to do what I needed to do to set myself up in the future. I would definitely recommend working with her!
I have been with GK since 2012 and I've never been happier. My Financial Advisor Kaytlin is a smart, educated, talented, well informed, and kind woman who does an excellent job. Everyone in the office is lovely but if you ask me Kaytlin is the best!
I just started working with a financial advisor at this firm. His name is Ziad Hijazi and I fully recommend working with him. I am a college student who has been working/saving money since I was 18, but I had no idea about wealth management. I'm 21 now and decided that it was time to take saving and investing more seriously. I previously had 0 knowledge about any investing/wealth building, but Ziad has helped me learn so much and has made the transition to wealth building seamless. He is always a phone call
Love this company! Brett Sifling was incredibly knowledgeable and extremely helpful. If you're in need of financial guidance I recommend Gerber Kawasaki and their highly qualified group of advisors.
A so called financial advisor just pumped and dumped a crypto meme coin and scammed me out of thousands of dollars! Stay away from this fraud
My advisor, Francine Lai, at GK is amazing! She explains everything very clearly and I trust her wholeheartedly with my portfolio. She continues to prepare and guide me, financially, through all of life's milestones, buying a house, having a baby, etc etc. I have peace of mind because of her! Thank you!
I had the best experience working with Gerber Kawasaki, especially with Mike Baker. I can definitely say that Gerber Kawasaki has given me a financial peace of mind! High recommend!
My financial advisor Francine Lai has helped me so much over the past few years! I was new to saving/investing (and nervous) but she helped me understand the complexities of different retirement and savings funds and how much to contribute to each based on my situation and goals. She's been my side through big life changes (e.g. switching jobs, moving, going back to school) and helped me manage my financial situation during these times. I'm in a much better place financially thanks to her and couldn't imagi
Working with Ben Dunbar at GK is a must. He is smart, trustworthy, level-headed and patient. He has helped me properly manage my money and invest in my future. I trust him implicitly and will continue to seek and refer his service.
My wife and I have had the pleasure of working with Bryan Miranda at Gerber Kawasaki for several years and we couldn't be happier with the results. I would strongly recommend him to anyone looking for a great financial adviser.
Ziad Hijazi from Gerber Kawasaki has been extrextraordinary helpful with my account. It is hard to find the type of keen attention Ziad has for his clients these days. I recommend Ziad for any of your financial needs.
Brett Sifling at Gerber Kawasaki is great! He is very attentive to my individual needs and patiently answered all of my questions. It is clear that he has my best interests in mind!
My wife and I first sat down with Bryan Miranda five years ago. After a long discussion regarding our finances and goals, he presented us with an investment and retirement plan that has been working wonderfully. I could not be happier with the outcome from that meeting. Thank you to Mr. Miranda and the rest of the team.
I've had nothing but great service and success with my financial advisor, Mike Baker and Gerber Kawasaki. He really cares about his clients and listens to everything you say. I could not be happier with Mike as my financial advisor!
We've had nothing but amazing success with our investments here at G+K. Ayal is a fantastic advisor who has grown our investments tremendously. We have recommended this company to our friends and will continue to do so. They're the best, we fee grateful to be part of a brand that puts its customers first like they do.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.