Services

Item Description

A financial planning session with an independent wealth and investment management firm. "During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the meeting."

www.gerberkawaski.com 

Office Phone Numbers:
Santa Monica: (310) 399-6397     San Francisco: (415) 275-2094

Nick Licouris specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed.

Please contact Nick Licouris at at 559-970-2323, Nick@gerberkawasaki.com or nicholaslicouris@gmail.com

 www.gerberkawaski.com

About Gerber Kawasaki:

"A new generation of financial advisors:
In the wake of the financial crisis, many brand-name financial institutions had destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long time friends, that a new paradigm for wealth and investment management was not only needed, but that they were the people to do it.

With offices in Santa Monica, CA and San Francisco, CA and over $800 Million in assets under management as of 7/4/2018, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a clients' life."

We have an investment Program for you:
"Unlike many financial advisors who only seek out high net worth investors, Gerber Kawasaki has a solutions for experienced investors seeking independent advice or first time investors looking to build a financial plan. We offer two financial planning programs: Wealth Building is most often geared at younger individuals and their families, aged 25-45, who are seeking advice and investments which will grow their wealth and help them pursue their unique life goals. Wealth Management is aimed at more affluent clients and investors seeking customized portfolio management and financial planning. The firm serves more than 5000 families across the country."