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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Annuities
  • Portfolio Management
    • -Other Portfolio Management


Funds Used With Clients

Firm Client types



No timeline events available.
Employer Years Dates
LPL Financial LLC 7 years, 6 months Oct 2012 - Present
LPL Financial LLC 5 years, 3 months Oct 2012 - Jan 2018
Gerber Kawasaki, Inc. 9 years, 10 months Jun 2010 - Present
Aig Financial Advisors, Inc. 7 years Oct 2005 - Oct 2012
Independent Capital Management Inc. 15 years, 4 months Jan 1995 - May 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Ross Gerber

Of Tulips, Twitter And Other Bubble Phenomena
Published 2014-05-13 10:17:50
What's Up With the 99%?
Published 2012-01-12 15:01:48
Betting On Horses or Stocks
Published 2012-01-12 14:57:15
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    How can I start saving for retirement if I'm a college grad with few funds and no benefits?
    It is easy to set up your own retirement plan called an IRA or individual retirement account. This can be done on your own online or through an advisor. You can invest your funds in many different types of investments depending on your risk tolerance and goals. This is your account for life and ther...  (more)
    Answered Jan 2012
    What is Index Universal Life. Why is it being sold as a 7702 plan, Can I withdraw any amount of money without a tax penalty?
    There are many technical parts of your question but to put simply, you can borrow against an insurance policy and policy loans are tax free as they are loans. There are many factors to consider in doing this. Every policy is designed differently. That is the most important thing, having the policy d...  (more)
    Answered Jul 2013
    Where do I find reliable information on life insurance policies and fees?
    This is a very confusing thing to understand as life insurance policies have many different types of fees. Depending on the type of policy, company and riders, figuring out fees on a policy is no easy task. As an independent insurance broker, I have access to many different companies and policies. A...  (more)
    Answered Jul 2012
    Im needing to pull out my 401k. Where do I begin?
    You need to get the forms from you plan administrator. Then you must open a rollover ira and then make a correct transfer so as not to incur any tax penalties. These are all things a financial advisor can help you with. Also, you must make the investment choices that best suit you....  (more)
    Answered Jul 2013
    I need help in spanish?
    We have several advisors of Latin decent and can do business in spanish....  (more)
    Answered Jun 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Mar 3, 2020
      • license status
        Not registered
      • disclosures
      • as of date
        Dec 23, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



      Last updated on March 4, 2020
        • $400.6M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 3K
          number of clients
        • $133.5K
          Estimated Average Account Balance Per Client

      Gerber Kawasaki Wealth & Investment Management

      Last updated on Sept. 5, 2019
        • $886.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 4K
          number of clients
        • $242.8K
          Estimated Average Account Balance Per Client


      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees