Get Invested is a financial planning program, by Gerber Kawasaki, a full service financial planning & investment advisory firm.
With the Get Invested program, your advisors develop customized financial plans for you at all stages of your wealth growth journey.
During the 2008 financial crisis, many brand-name financial institutions had destroyed the trust & lost the American people millions of dollars in savings, nearly leading to a world economic crisis.
Since then, it has become alarmingly clear that those who work hard & want to save money for their future need a new system for financial advice, different from that of the shady & even fraudulent 2008 era.
For clients who have little to no savings or even large sums of debt, we focus first on teaching you different methods of savings accumulate & then, how to invest correctly.
We’ll help establish debt pay off plans, while also creating a sustainable & smart budget (with room for a little fun).
Building your financial security empowers you to live the way you want & can give you a new sense of confidence to enjoy your life.
Unlike many firms who only provide advice, we actually implement your financial plan & help you manage your accounts. Depending on your situation, Gerber Kawasaki has two financial planning programs:
- Get Invested, which offers financial advice and planning for those who are just starting out on their wealth building journey.
- Wealth Management, which was created for established investors and/or those who have accumulated $250k in assets they wish to invest.
It's typical of advisory firms to mainly seek out high net worth clients because, smaller account clients don’t make these firms as much on a commission basis, as larger multi-million dollar accounts.
But that in no way means those who don't have multi-million dollar accounts shouldn't benefit from a low cost advisor service.
Since the inception of the Get Invested program, we've focused on building a new foundation through technology and social media, so we can reach a much larger base of people than the average traditional firm.
Making our adviors highly mobile and on-the-go, allows us to serve clients nationally and to be there whenever they need us.
These virtual + on-demand abilities allow us to reach a volume of clientele, that makes servicing all people of all account sizes a sustainable endeavor. (where we don't have to charge small account clients more than what we charge multi-millionaire clients.