Gerber Kawasaki

Gerber Kawasaki Developer

About this app

Take control of your financial future with the Gerber Kawasaki app — your comprehensive platform to build your financial plan, track your net worth, manage your budget, and set goals alongside your dedicated advisor.

Stay connected and informed with real-time account access, exclusive market insights, and curated financial updates. Whether you’re planning for retirement, managing your investments, or preparing for life’s milestones, the Gerber Kawasaki app helps you stay on track — securely and seamlessly.

Key Features:

- Create and manage your personalized financial plan.

- Monitor your budget, savings, and net worth in one place.

- Use custom calculators to project and evaluate financial scenarios.

- Access Gerber Kawasaki’s market insights and curated news.

- View all of your accounts and portfolios in a simple, secure interface.

- Communicate directly with your dedicated financial advisor.

At Gerber Kawasaki, you’re never alone in your financial journey. Our team is always within reach — ready to guide you with expert advice tailored to your goals. From wealth building to life planning, everything you need is in your pocket.

Disclosures:
All investments involve risk. Clients should consult their advisor before making any financial decisions. Past performance is not indicative of future results. This app is intended for use by clients of Gerber Kawasaki Wealth & Investment Management only.

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes