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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (256 reviews)

    Robby has been my financial advisor (and my husband's) for about four years and he's amazing. From…read moreday one to today, nothing has changed in terms of his time and dedication to helping us reach our financial goals - even when we throw random financial curveballs. He's very patient in hearing us out and we always trust his thoughtful recommendations. Since we've been with him our portfolios have always seen positive growth, which when it's your hard earned money, it's both awesome and a relief! In those four years we've also expanded our family and he's helped us responsibly plan for our future and the kid's future. If you're someone who is relatively new to the idea of financial advising (like I was), Robby is hands down someone you can trust and I highly recommend working with him!

    A friend of mine referred me to GK a little over three years ago under the care of Robby Lewis for…read morefinancial advisement. It has been one of the best decisions I've ever made, especially as someone who is generally financially ignorant. I wish I'd done it years ago! Robby is incredibly patient and great at laying out complicated financial terms for me to understand. As someone with severe financial anxiety, he is also great at getting me to understand the value of investing my money and how to best approach it to build a comprehensive portfolio for both a rainy day and retirement. Thanks to his advice, I had a nest egg I was able to dig into while on long term unemployment that I would not have had otherwise. I highly recommend Robby's expertise!

    Kassan Pitzer Weiss - Benjamin Pitzer, CPA

    Kassan Pitzer Weiss

    (5 reviews)

    My experience with JASON KASSAN was nightmarish. (I cannot speak for Pitzer and Weiss.) When my…read moreaccountant of 15 years retired - I inherited Jason Kassan - my taxes are very simple - basically a rinse and repeat - yet not only did he almost miss multiple deadlines (even though I gave his office everything needed early) - Jason also cost me thousands of dollars in penalty fees that came as a shock last fall - both federal and state penalties. I could never get him on the phone and refused to answer emails - and instead of speaking to me directly, he sent out a notice saying I was being dropped as a client. Not only did I pay him 2K to do (an easy) return that wasn't done properly - it COST me thousands in penalties on the other side. I never give out bad reviews - I'm still in shock at how awful my experience was - and zero apologies. Jason Kassan proved himself to have zero professionalism and zero integrity.

    It's really important that I let people know how excellent this firm is! I've been in LA for 7…read moreyears and I've asked countless people to recommend a good CPA, so I didn't have to keep using my San Jose person. Most people I asked couldn't stand their CPA, or the CPAs I did call, only did basic tax returns and knew nothing about Trusts. You will never have this problem with Ben Pitzer. He is very nice, patient (I'm a spaz about taxes), organized and knowledgeable! I found Ben through my excellent attorney in San Jose. I have a fairly complicated situation being the trustee of a Bypass Trust, managing a building in Santa Clara and also being self-employed. I had a mess. Ben was extremely helpful sorting it all out for me, filing all the necessary documents for the trust and my personal taxes, for a very reasonable price. In addition, Ben has gone above and beyond to help me set up an excellent accounting system for the future. He is easily reachable by phone or email. The firm has both a Santa Monica & Pasadena office, which is great for this Burbank resident! A++

    GoFigure - bookkeepers - Updated September 2026

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