FINANCIAL INVESTMENT PARTNER

gerber-kawasaki

OUR FINANCIAL PARTNER

Intuitive Real Estate Solutions cares about your financial success. We have partnered with Gerber Kawasaki, an independent and fiduciary investment advisory firm, providing comprehensive financial planning, investment management and insurance services. You will have exclusive and complimentary access to a dedicated advisor that will help you with all of your financial questions and needs.

Helping you pursue financial independence and success is our mission.

Intuitive Real Estate Solutions members receive an initial complimentary 1HR consultation and discounted rates on services and fees.
Please Contact Hatem@gerberkawasaki.com or 310-441-9393.

EXPERTISE

  • Comprehensive Financial Planning
  • Investment Consulting & Wealth Management
  • Advanced Portfolio & Investment Analytics
  • Retirement Planning
  • College Planning
  • Tax-Sensitive Investing
  • Fixed & Alternative Investments
  • Insurance Planning
  • Risk Management

PROCESS

  • ANALYZE
  • Understand your financial situation, evaluate your current investments and strategize on how to best reach your goals. We then identify and recommend the most suitable investments, instruments or services.
  • GUIDE
  • Develop customized proposals that evaluate investment options, articulate the investment process, and illustrate the overall financial strategy. Leverage our research capabilities and additional resources to provide a market overview, portfolio analytics, and portfolio.
  • IMPLEMENT
  • Implement our investment strategy and execute the plan in a timely matter. If the plan requires additional expertise or depth, we leverage our network of professionals to ensure adequate implementation.
  • REVIEW
  • Seeing you financially succeed is our ultimate goal, we continually monitor and review your investments and financial plan, recommending changes when needed. As your life changes and goals evolve, we will provide a strategic path to your financial success.