The More We Know by Meer

#37-Navigating Financial Crises, Managing Money, & Financial Literacy Masterclass with BILLION Dollar Financial Advisor, Ross Gerber

January 29, 2023 Episode 37
#37-Navigating Financial Crises, Managing Money, & Financial Literacy Masterclass with BILLION Dollar Financial Advisor, Ross Gerber
The More We Know by Meer
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The More We Know by Meer
#37-Navigating Financial Crises, Managing Money, & Financial Literacy Masterclass with BILLION Dollar Financial Advisor, Ross Gerber
Jan 29, 2023 Episode 37

Welcome back to The More We Know! Because the more we know, the more we grow. Your mentor today is  BILLION dollar financial advisor Ross Gerber.

Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management.  Ross has become one of the most influential investors on social and in traditional media.  He is a regular on Bloomberg, Reuters, Fox Business, Yahoo Finance, CNN, CNBC and Cheddar TV.  He has appeared on many of the most popular podcasts including Meet Kevin, HyperChange TV, The Dave Portnoy Show, The Pomp Podcast and many more. Ross and the Gerber Kawasaki team oversee $2.2 billion of investments as of 1/03/22 focused on technology, clean energy and transportation, consumer discretionary, media, and entertainment companies for clients and the firm.  

GK has grown to over 10,000 clients and was listed in 2020 as one of the fastest-growing companies in Los Angeles according to the LABJ. GK received several Diversity and Inclusion Awards in 2020 within the financial industry and prides itself in representing the diverse community of Southern California. GK is a leader in providing investment advice for the younger generation through its Get Invested program. GK is the first major RIA to partner with Gemini and began offering Digital Assets to clients in April 2021. Ross is an expert in online marketing and social media as well as a co-developer of the company’s app for IOS, my-moneypage. 

In the 10 years since its founding, Gerber Kawasaki has grown to 46 employees and $2.2 billion in AUM as of 1/03/22. Ross received his BA in Communications from the Annenberg School at the University of Pennsylvania concentrating in Business Law at the Wharton School of Business, graduating class of 1993. Ross also received a second concentration in Classical Music Studies at the University of Pennsylvania and attended the Grove School of Music. Ross was born and raised in Los Angeles, CA, and attended Brentwood High School with the graduating class of 1989. Ever since he was a child, Ross has had a passion for investing and music. 

He began learning and following investments as a 13-year-old after receiving Apple and Disney stock as a gift for his birthday. His passion for learning and investing grew as he followed the bull market of the '80s throughout his high school education. During college, Ross pursued his degree as well as his passion for music, forming several local bands. Upon graduating college, Ross returned to Los Angeles in 1994 and joined an independent investment firm affiliated with SunAmerica Securities. In 1998, at the age of 27, Ross received the Archon and Million Dollar Branch Award* and was the youngest million-dollar branch manager in SunAmerica's history. In March of 1999, Ross began overseeing 15 branches and over 200 advisors for SunAmerica securities/ AIG Advisor Group. 

In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the financial industry. Navigating these trying times, Ross understood the importance of focusing on the client's best interest utilizing a modern and unbiased approach to serving the client community. It was during this time that Ross developed his vision for a new type of investment firm, one free of conflicts of interests and focused on serving a diverse client base using technology and leveraging new media. 

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Show Notes

Welcome back to The More We Know! Because the more we know, the more we grow. Your mentor today is  BILLION dollar financial advisor Ross Gerber.

Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management.  Ross has become one of the most influential investors on social and in traditional media.  He is a regular on Bloomberg, Reuters, Fox Business, Yahoo Finance, CNN, CNBC and Cheddar TV.  He has appeared on many of the most popular podcasts including Meet Kevin, HyperChange TV, The Dave Portnoy Show, The Pomp Podcast and many more. Ross and the Gerber Kawasaki team oversee $2.2 billion of investments as of 1/03/22 focused on technology, clean energy and transportation, consumer discretionary, media, and entertainment companies for clients and the firm.  

GK has grown to over 10,000 clients and was listed in 2020 as one of the fastest-growing companies in Los Angeles according to the LABJ. GK received several Diversity and Inclusion Awards in 2020 within the financial industry and prides itself in representing the diverse community of Southern California. GK is a leader in providing investment advice for the younger generation through its Get Invested program. GK is the first major RIA to partner with Gemini and began offering Digital Assets to clients in April 2021. Ross is an expert in online marketing and social media as well as a co-developer of the company’s app for IOS, my-moneypage. 

In the 10 years since its founding, Gerber Kawasaki has grown to 46 employees and $2.2 billion in AUM as of 1/03/22. Ross received his BA in Communications from the Annenberg School at the University of Pennsylvania concentrating in Business Law at the Wharton School of Business, graduating class of 1993. Ross also received a second concentration in Classical Music Studies at the University of Pennsylvania and attended the Grove School of Music. Ross was born and raised in Los Angeles, CA, and attended Brentwood High School with the graduating class of 1989. Ever since he was a child, Ross has had a passion for investing and music. 

He began learning and following investments as a 13-year-old after receiving Apple and Disney stock as a gift for his birthday. His passion for learning and investing grew as he followed the bull market of the '80s throughout his high school education. During college, Ross pursued his degree as well as his passion for music, forming several local bands. Upon graduating college, Ross returned to Los Angeles in 1994 and joined an independent investment firm affiliated with SunAmerica Securities. In 1998, at the age of 27, Ross received the Archon and Million Dollar Branch Award* and was the youngest million-dollar branch manager in SunAmerica's history. In March of 1999, Ross began overseeing 15 branches and over 200 advisors for SunAmerica securities/ AIG Advisor Group. 

In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the financial industry. Navigating these trying times, Ross understood the importance of focusing on the client's best interest utilizing a modern and unbiased approach to serving the client community. It was during this time that Ross developed his vision for a new type of investment firm, one free of conflicts of interests and focused on serving a diverse client base using technology and leveraging new media. 

Listen To The More We Know ⇨ https://www.buzzsprout.com/1134704​
Subscribe ⇨https://www.youtube.com/channel/UCxvfd5ddf72Btbck8SdeyBw
Follow my Instagram ⇨ https://www.instagram.com/sameer.sawaqed/?hl=en
Follow my Twitter ⇨ https://twitter.com/commitwithmeer