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    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Review Highlights - Tony Lam CPA

    Ty Tran is simply the best and I can't say enough good things about the group but especially Ty.

    Mentioned in 2 reviews

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (250 reviews)

    Robby has been my advisor for about 5 years now, and I love him. He's very patient in explaining…read morefinance and investing in simple terms (I'm a creative and numbers are not my thing lol) and thoroughly answers my questions. All my accounts have grown consistently each year, more than if I had just let my retirement accounts sit on their own. Robby takes the time to stay in touch and schedule periodic catch-up calls to check in on any major changes to my finances that could lead to better investments. As I plan to start my own business, Robby has been the person I trust to guide me on how best to save and manage my money for that move. I happily recommend Robby to anyone looking to grow their money, especially those who are not numbers people like me. Thank you, Robby!

    A friend referred me to GK several years ago, and I was fortunate enough to be paired with Robby…read moreLewis. He has been nothing short of amazing to work with as my financial advisor. From the very beginning, I've always felt heard, supported, and genuinely looked out for. Robby takes the time to understand my goals--not just financially, but what I'm ultimately trying to build for my future--and I truly value the guidance and perspective he brings to every conversation. The greatest compliment I can give is that I trust him enough to have my son working with him as well, and I've happily referred friends and family to him over the years. If you're looking for a financial advisor who is knowledgeable, attentive, personable, and genuinely invested in helping you succeed, I can't recommend Robby at GK highly enough!

    Alpha Innovation Partners

    Alpha Innovation Partners

    (5 reviews)

    Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

    Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

    Tony Lam CPA - accountants - Updated September 2026

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