Steven Evensen
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.
Gerber Kawasaki Wealth & Investment Management · Santa Monica, California
Steven Evensen is a fee-only financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, California, who holds the CFP credential. Steven charges a percentage of assets and hourly fees and focuses on small business owners, retirement planning and equity compensation.
Request an introduction to Steven →
Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Divorced individuals
- Ultra high net worth
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.
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
Facts
| Firm | Gerber Kawasaki Wealth & Investment Management |
|---|---|
| Based in | Santa Monica, California |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1B - $5B |
| Firm founded | 2010 |
| Firm size | 50+ employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in CA · CRD 6791965 |
| Exams passed | Series 63 (2017) |
| Firm size | 59 employees |
| Disclosures | None reported |
| Website | www.gerberkawasaki.com |
| Profile |
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Evensen a fee-only financial advisor?
Yes. Steven Evensen is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.
How does Steven charge for financial advice?
Steven charges a percentage of assets and hourly fees.
Does Steven work with clients virtually?
Yes. Gerber Kawasaki Wealth & Investment Management says on its website that it works with clients remotely.
Where is Steven Evensen based?
Steven Evensen is based in Santa Monica, California.
What does Steven specialize in?
Steven's specialties include small business owners, retirement planning, equity compensation, crypto & digital assets, pension planning and sustainable & impact investing. Steven works with HENRY (High Earners, Not Rich Yet), executives, founders, early-career professionals and pre-retirees.
What credentials does Steven Evensen hold?
Steven Evensen holds the CFP credential.
Is Steven Evensen registered with the SEC?
Yes. Steven Evensen is registered as an investment adviser representative in CA (CRD 6791965), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gerber Kawasaki Wealth & Investment Management manage?
Gerber Kawasaki Wealth & Investment Management reports $1B - $5B in assets under management.
How do I contact Steven Evensen?
Through Steven's website, www.gerberkawasaki.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Gerber Kawasaki Wealth & Investment Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.