Robert Paul Vetti
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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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.
- Gerber Kawasaki Wealth & Investment ManagementMar 2025 to now
- UnemployedOct 2024 to Mar 2025
- Assetmark Brokerage, LLCJan 2020 to Oct 2024
- Assetmark Financial Holdings, Inc.Sep 2019 to Oct 2024
- UnemployedJul 2019 to Sep 2019
- Regents Capital CorporationFeb 2019 to Jul 2019
- UnemployedJan 2010 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
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
- 7218616
- Firm CRD
- 153649