Steven Evensen - Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.
Steven Evensen - Gerber Kawasaki Wealth & Investment Management · Santa Monica, California
Is this you, Steven?
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About
Gerber Kawasaki is a progressive wealth and investment management firm based in Santa Monica, dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With expertise in equity compensation, retirement planning, and personalized investment strategies, the firm empowers clients to grow, protect, and manage wealth with a modern, client-focused approach.
Who they serve
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Divorced individuals
- Newcomers to the US / Canada
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Trust Services
- Stock Option Planning
- Risk Management
- Portfolio Management
- Pension Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Executive Compensation
- ESG/Impact Investing
- Debt Management
- Charitable Giving
Structured record
| Name | Steven Evensen - Gerber Kawasaki Wealth & Investment Management |
|---|---|
| Firm | Steven Evensen - Gerber Kawasaki Wealth & Investment Management |
| Location | Santa Monica, California |
| Fee model | Percentage of Assets (AUM) · Hourly Rate |
| AUM | $1B - $5B |
| Founded | 2010 |
| Firm size | 50+ employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | https://www.gerberkawasaki.com/ |
| https://www.linkedin.com/in/steven-evensen-cfp-%C2%AE%EF%B8%8F-591572124/ |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Divorce planning
- Crypto & digital assets
- Pension planning
- Sustainable & impact investing