SANTA MONICA, Calif., March 31, 2015 /PRNewswire/ -- Gerber Kawasaki Wealth & Investment Management (the Firm), a leading independent Registered Investment Advisor (RIA) specializing in providing wealth management solutions for established families and professional millennials, today announced the launch of my Money Page, a new, proprietary mobile application that underscores the Firm's commitment to building on the so-called "robo-advisor" model to deliver investors the best possible technology-enabled financial advice solutions.
Ross Gerber, President and Chief Executive Officer of Gerber Kawasaki Wealth & Investment Management, said, "With a growing number of Americans seeking out online and mobile platforms for help with their financial planning needs, the advisor community has a responsibility to provide investors a more robust set of options than what the market is currently offering. While many of these so-called 'robo-advisors' allow for low-cost access to a host of retirement and investment vehicles, ultimately such services are failing investors by not providing them with the opportunity to interface and seek the ongoing counsel of an experienced, real-life financial advisor who has a long term track record of success working with clients. I strongly believe that the only way to build truly personalized, holistic and comprehensive financial plans is through human interaction."
Importantly, the app includes a host of functions that reflect the needs of everyday investors, including a budgeting tool that compares income to a range of ongoing expenses; a net-worth calculator that safely aggregates bank and investment account information; and a goals tracker that helps users understand and stay on target to meet retirement, savings or other financial-related goals.
But separating my Money Page from other mobile and online investment platforms is the direct connection it enables between experienced financial advisors working in the firm's Southern California offices and end investors using the app who have questions or concerns about the current state of their financial plan.
Through this connection, Gerber Kawasaki Wealth & Investment Management is making its basic set of one-on-one, customized financial planning services available on complimentary basis to all investors who download the application. Initially, users can select the advisor of their choice or have the Firm strategically pair them with an advisor that best meets their unique set of needs based on the information provided.
The app will also provide important and relevant financial news via updates and embedded social media plug-ins, including expert commentary from Mr. Gerber, who is a recurring guest on CNBC, Fox Business and Bloomberg Television, as well as a contributor for Forbes, as well as the Firm's Vice President and Chief Operating Officer, Danilo Kawasaki, whose insights have been quoted by numerous financial publications. Additionally, there is an activity feed, which allows the community of users to interact, share experiences, post pictures and invite friends to participate. The app is now available for download in the App Store for IOS system users.
About Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management was founded in June, 2010, by Ross Gerber and Danilo Kawasaki as an independent investment advisory firm that believes in long-term, personal client relationships while using technology and social media to enhance the client experience. Through its two financial planning programs, wealth building and wealth management, Gerber Kawasaki helps not only wealthy clients manage their assets but also educates younger individuals and families on the financial strategies needed to build wealth for the future. Based in Santa Monica, CA, Gerber Kawasaki has 17 affiliated financial advisors and a total of $330 million of assets under administration.
SOURCE Gerber Kawasaki Wealth & Investment Management