Gerber Kawasaki

09/01/2026

Making money is one skill. Building lasting wealth is another.

In his latest article, Jimmy Bisharat, GK Wealth Advisor, explores a valuable financial lesson from NBA Hall of Famer Tracy McGrady: even when you trust your financial team, independent oversight and accountability can make all the difference.

From building the right advisory team to separating spending money from long-term wealth, athletes today can benefit from having a clear financial structure.

Read Jimmy’s full article: “The Smartest Thing I Did”: Tracy McGrady’s Financial Lesson Every Athlete Should Learn.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

“The Smartest Thing I Did”: Tracy McGrady’s Financial Lesson Every Athlete Should Learn By Jimmy Bisharat “I ball like Tracy McGrady.” There is a reason his name became a lyric.

09/01/2026

We are proud to announce that Kaytlin Hall, Wealth Advisor, and Francine Lai, Managing Partner, have been selected as nominees for the 6th Annual Inspirational Women Leadership Awards.

This year’s theme, _The New Era of Power, Influence & Innovation_, recognizes women who are shaping the future through leadership, innovation, and meaningful impact across their industries and communities.

We are honored to see Kaytlin and Francine recognized among this distinguished group of women and congratulate them on this well-deserved nomination.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Ge**er Kawasaki advisors do not pay a fee for placement on the mentioned awards. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which course of action may be appropriate for you, consult your financial advisor.

09/01/2026

On the latest episode of the Atheletes Advisor show, Jimmy Bisharat speaks with All Rise CEO Simon Oelhmann and explains why it is so important for pro athletes to achieve financial security sooner than later in their career.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

08/28/2026

Most tech employees max out their 401(k) and watch their RSUs closely, but leave their ESPP enrollment email unopened.

That's leaving money on the table.

An Employee Stock Purchase Plan often comes with a built-in discount (15%+), and with a lookback provision, the gain can be even bigger. Ge**er Kawasaki Wealth Advisor, Robby Lewis, CFP®, breaks down how it works, how it's taxed, and why selling immediately is often the smartest move.

📖 Full article linked here.

**erKawasaki

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Most tech employees max out their 401(k) and watch their RSUs closely, but leave their ESPP enrollment email unopened. That's leaving money on the table. An Employee Stock Purchase Plan often comes with a built-in discount (15%+), and with a lookback provision, the gain can be even bigger. Ge**er Ka...

08/28/2026

What if you could use a 529 to build wealth, even before you have kids?
Our very own Mia Samson, Wealth Advisor at Ge**er Kawasaki, was featured in Bloomberg discussing how savers are using 529 plans beyond traditional college savings, including the potential to roll unused funds into a Roth IRA.
📖 Read the full Bloomberg article to learn more:

https://lnkd.in/eJAbHPxE

**erKawasaki

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

What if you could use a 529 to build wealth, even before you have kids? Our very own Mia Samson, Wealth Advisor at Ge**er Kawasaki, was featured in Bloomberg discussing how savers are using 529 plans beyond traditional college savings, including the potential to roll unused funds into a Roth IRA. .....

08/27/2026

Most tech employees max out their 401(k) and watch their RSUs closely, but leave their ESPP enrollment email unopened.

That's leaving money on the table.

An Employee Stock Purchase Plan often comes with a built-in discount (15%+), and with a lookback provision, the gain can be even bigger. Ge**er Kawasaki Wealth Advisor, Robby Lewis, breaks down how it works, how it's taxed, and why selling immediately is often the smartest move.

📖 Full article linked here

**erKawasaki

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

The Employee Benefit Most People Ignore: Your ESPP By: Robby Lewis If your company offers an Employee Stock Purchase Plan and you're not using it, you might be leaving free money on the table. In my work with tech employees, the ESPP is one of the most overlooked benefits I see.

08/27/2026

08/27/2026

Will we see YOU at happy hour? Cold drinks. Good Food. Great Company. Let’s end this summer the GK way, at our Office on Main Street TODAY at 5:30PM. Don’t miss out! RSVP link in bio.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

08/25/2026

On the latest episode of Future Money, GK President and CEO Ross Ge**er joins Managing Partners Ayal Shmilovich and Hatem Dhiab to break down the thematic investing approach that has set Ge**er Kawasaki apart from its contemporaries.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

08/24/2026

What happens to your budget when the “free” childcare disappears?

GK Wealth Advisor Mia Samson explores the financial value of a family’s village, the rising cost of childcare, and why planning for the possibility of losing that support matters.

Read Mia’s latest article, The Grandparent Tax, for a thoughtful look at planning for one of the biggest expenses of early parenthood.

**erKawasaki

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.