Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Fernando Dacruz is an investment advisor representative registered with Gerber Kawasaki Wealth & Investment Management. Shawn has been in the industry since 2019 and holds a Series 65 license. Shawn specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Shawn is also a liaison between GK Tax and Accounting and their clients, providing financial planning advice.
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
06/18/2021 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
IA
Issued 06/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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