Gerber Kawasaki Wealth & Investment Management

Working with Nick Licouris at Gerber-Kawasaki has been one of the best financial decisions I've ever made. I had always managed my own portfolio, but felt it was time to turn it over to a highly-rated, trusted professional. I didn't want to make any costly mistakes as I neared retirement, plus I wanted to ensure I was using the best strategies for tax-efficiency. My objective was to minimize exposure to market downside while retaining the opportunity for continued growth. Nick's results with my portfolio speak for themselves, exceeding all expectations! Nick combines deep expertise and proprietary research, backed by state-of-the-art tools and a genuinely personal approach, taking the time to understand my family's goals, answer every question, and provide guidance tailored to my unique, fluid needs. His advice is clear, strategic, and grounded in my long-term financial well-being rather than short-term market noise. I have complete confidence in Nick's recommendations and appreciate the professionalism, responsiveness, and integrity he brings to every interaction. His advisory fees are extremely competitive, and Gerber-Kawasaki's comprehensive wealth management includes tax planning and estate planning! On a personal level, I enjoy chatting with Nick, he is personable and engaging. He is confident and motivated, never pushy or overbearing. Thanks to Nick's guidance, I feel secure, informed, and optimistic about my financial future. I highly recommend Nick Licouris to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor.

My husband and I discovered the excellent services of GK by luck. I won a free 1-hour initial consultation with Advisor Nick Licouris as part of student scholarship auction. We definitely "hit the jackpot" once we discovered and received the direct benefit of NIck's professional advice on developing a financial plan. It has been 5 years since Nick became our advisor and we are continually grateful of his recommendations and services. Having started late in the process of hiring a professional to manage our retirement accounts, Nick's advice as a fiduciary has truly made a difference in our lives. By regularly meeting with us (virtually) to listen to our issues, concerns and dreams, Nick has provided us with the peace-of-mind that comes with having our combined portfolios professionally managed and monitored. The only regret we have is that we didn't find Nick (and Gerber Kawasaki) earlier in our investment journey, If i could rate GK and Nick's services with 6-stars, I would have. Thanks for all your help!

This review is for Jimmy Bischarat. Jimmy has been incredibly helpful as a financial advisor. As a young individual navigating the sports industry. Jimmy has helped me get organized and developed a long-term strategy for my personal finances and also how I can help athletes in the long run. . He has been knowledgeable and trustworthy, and always puts my best interests first. I would highly recommend Jimmy to anyone who is looking for help in planning their financial future.

Been working with Jimmy Bisharat for our athlete clients. Jimmy does a tremendous job taking care of our players and providing them with not only proper financial planning but educational resources as well that helps them better understand what exactly they're invested into. His customer service is exceptional. Can't recommend him enough!

Steve Evensen has been incredible to work with! They make financial planning feel easy to understand and genuinely care about helping me reach my goals. I appreciate how responsive and transparent they are — I always feel like I’m in great hands. Can’t recommend them enough!

Ryan Gomez is an incredibly passionate person when it comes to helping others achieve their financial goals. He wants the best for his clients, regardless if it's for his benefit or not. I trust his expertise with my financial planning, and look forward to learning more from him and seeing what he can help me achieve in the future!

This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees. As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities. Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.

Ryan Gomez has been incredibly helpful as a financial advisor. As a young professional, Ryan has helped me get organized and developed a long-term strategy for my personal finances. He has been knowledgeable and trustworthy, and always puts my best interests first. I would highly recommend Ryan to anyone who is looking for help in planning their financial future.