my Money Page 2.5.2

Build your financial plan, set your goals, manage your budget, and track your net worth all in one convenient platform. Stay informed with market news and exclusive content to enhance your financial knowledge. You have the added benefit of consulting with a licensed financial advisor whenever necessary.

Access comprehensive information tailored to your needs. Gain unique insights from Gerber Kawasaki on market trends and relevant topics, along with essential news updates. Your all-in-one financial solution.

Create and compare financial goals, monitor progress alongside your peers, and assess if you are on track to achieve both short and long-term objectives. Whether planning for retirement, education, special events, or vacations, set your targets and receive customized guidance to reach them. Benchmark your progress against that of your friends.

Efficiently manage your budget, identify saving opportunities, and allocate funds wisely. Track your net worth securely within a straightforward interface—no need to input sensitive account information. A transparent overview of your financial status to help you navigate toward your objectives.

Determine your financial requirements using our specialized calculators, optimize investment allocations to align with your goals, and establish a personalized financial roadmap. Access and manage accounts seamlessly if you are a Gerber Kawasaki client.

Benefit from the continuous support of a dedicated financial advisor. Whether seeking assistance, guidance on account openings, or clarifications, your Gerber Kawasaki advisor is at your service. Receive expert advice regardless of your financial standing—the first online financial solution combining automated tools with personalized human support.