Unclaimed
Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management, a firm that manages over $2.5 billion in assets. Evan has experience working with individuals, high-net-worth individuals, families, businesses, pension plans, charitable organizations and investment companies. Evan holds the Series 65 license and is registered in California. Evan has over 10 years of experience in the financial services industry. Evan's areas of specialization include retirement planning, investment planning, college savings planning, estate planning, and tax planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
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CA
01/21/2025 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
Active
Inactive
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