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© All Rights Reserved. ApplyBlast.com
Gerber Kawasaki
The Client Services Associate at Gerber Kawasaki supports financial advisors and high‑net‑worth clients throughout the full account lifecycle, handling account openings, maintenance, transfers, and client transactions with precision. The role requires strong technical proficiency, attention to detail, and excellent communication to ensure a seamless and professional client experience.
Headquarters
Santa Monica, California, United States
Company Size
11-50 employees
Founded
2010
Gerber Kawasaki is an independent wealth management and financial advisory firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. Their services typically include retirement planning, portfolio construction and risk management, tax and estate planning, and guidance on business succession and employee benefits. The firm emphasizes a fiduciary, fee-based approach using disciplined, evidence-based investing and personalized plans tailored to clients’ long-term goals. Gerber Kawasaki also focuses on client education, ongoing monitoring, and transparent communication to help clients navigate market cycles and life transitions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Gerber Kawasaki.
4% above the average for this role
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