Steven Evensen - Gerber Kawasaki Wealth & Investment Management
5.0 stars · 3 reviews · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors
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.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Trust Services
- Wealth Management
Pricing
- Hourly Rate — $500–$1,000/hour
- AUM-Based Fee — 0.25%–1.5% of AUM
Reviews
Edward Neuman
5 stars
2026-07-28T16:44:15.260582+00:00
My experience has been excellent. They are knowledgeable, responsive, personable, and genuinely great to talk to. I feel very well supported and confident in the guidance I receive.
Nicholas Garcia
5 stars
2025-10-22T19:01:58.416+00:00
Steven is extremely knowledgeable and professional. He truly cares about his clients' success and takes the time to understand their unique goals and financial situations. His advice is always thoughtful, personalized, and grounded in a deep understanding of the markets. I highly recommend him to anyone looking for a dedicated and reliable financial advisor.
Edward Neuman
5 stars
2025-10-15T21:07:50.763+00:00
Working with Steven has been a great experience. He’s helped me build a solid plan and has taken the time to explain the reasoning behind each recommendation. He’s patient, responsive, and always willing to answer questions or talk through concerns. It’s clear he genuinely cares about his clients’ goals and wants them to feel confident in their decisions. I’d recommend Steven to anyone looking for a knowledgeable, trustworthy financial advisor who makes the process approachable.