Outstanding Practice Finalist
Gerber kawasaki wealth and investment management
Hybrid RIA Year founded:2010 Employees:30
Gerber Kawasaki Wealth and Investment Management aims to democratize financial planning, and support clients who aren't affluent. By eliminating investment minimums, the firm attracts a diverse clientele in Los Angeles, which is already a cultural melting pot. Employees in total speak nine languages and range from 23 to 50 years old. The firm guides clients in learning disciplines like budgeting. Ten years on, they may be buying their first home, or sending kids to college, using a 529 plan.
“We don’t have a diversity mission,” said Danilo Kawasaki, vice president and chief operating officer. “We want to hire the most competent and hardworking advisers, regardless of color, sex, race, ethnicity, religion or sexual orientation.”
Mr. Kawasaki, a Brazilian immigrant, came to the U.S. age 17 on a tennis scholarship. CEO Ross Gerber, former president of The Guardians of the Jewish Home, provides financial advice for elderly and needy members of the local Jewish community. Robert Castillo, a gay Latino, heads up the firm’s LGBTQ Group, which was recently launched during Pride month at an event in the iconic Abbey bar in West Hollywood.
Contact Mr. Kawasaki at firstname.lastname@example.org to learn more about the firm's diversity and inclusion initiatives.
— Vanessa Drucker