Skip to content

Ryan Gomez

Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets

Are you Ryan Gomez? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Gerber Kawasaki Wealth & Investment ManagementMay 2025 to now
  2. Osaic Wealth, Inc.Sep 2020 to Apr 2025
  3. Nwf Advisory GroupJun 2020 to Sep 2020
  4. Associated Studens, Inc. Cal PolySep 2019 to Mar 2020
  5. LivcorJun 2019 to Sep 2019
  6. UBS Wealth ManagementJun 2018 to Sep 2018
  7. 2nd Street PizzeriaJun 2015 to Sep 2017
  8. StudentJun 2010 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Gerber Kawasaki Wealth & Investment Management

Legal name: Gerber Kawasaki, Inc.

$4.1BAssets managed
9,624Clients
39Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6949063
Firm CRD
153649
Advisor's SEC record (opens in a new tab)
CallContact this firm