RJ Guglielmo

Review of Gerber Kawasaki Wealth & Inves...

I met with Brett a few months ago and we went over...

I met with Brett a few months ago and we went over a comprehensive financial plan. From going over my net worth, to doing a budget, to crunching how much I need for retirement.. he made it all easy to understand and had great recommendations on how to improve my specific situation. I ended opening up a liquid and retirement account with Brett and I am proud to be a Gerber Kawasaki client. Keep up the good work!