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Financial Advisors in Santa Monica, CA

How to choose a financial advisor in Santa Monica

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Steven Evensen

Steven Evensen

Financial Advisor

Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA

Steven’s interest in finance began during college, where he started out with limited knowledge of personal money management. After overcoming many of the same challenges his clients face today, he committed himself to mastering the principles of personal finance. His passion quickly evolved into leadership, as he launched several campus organizations focused on improving financial literacy for students.

Call(949) 683-2913
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