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Ayal Shmilovich
Managing Partner at Gerber Kawasaki Wealth & Investment Management
About
Ayal Shmilovich, CPWA®, is a Managing Partner at Gerber Kawasaki Wealth & Investment Management, headquartered in Santa Monica, California. In this role, he oversees comprehensive wealth management strategies for a diverse clientele, with a focus on personalized financial planning, investment advisory services, and client relationship management. He is frequently featured in media discussions on market performance and current financial issues, underscoring his leadership within the firm and the industry.
With over a decade at Gerber Kawasaki, Shmilovich has held key positions including Investment Group Leader and Investment Advisor Representative before advancing to Managing Partner. His investment expertise covers global equity markets, U.S. stocks, and diversified asset allocation, serving high-net-worth individuals and families. He is known for guiding clients through market volatility and developing tax-efficient investment solutions.
A Los Angeles native, Shmilovich holds a Master’s degree from the University of Florida and a BA from the University of California, Los Angeles. He is a Certified Private Wealth Advisor® (CPWA®), reflecting advanced proficiency in retirement planning, tax minimization, and complex asset management for affluent clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | Managing Partner | Jan 2015 to Present | — |
| Gerber Kawasaki Wealth & Investment Management | Investment Group Leader | Aug 2012 to Jan 2015 | — |
| Gerber Kawasaki Wealth & Investment Management | Investment Advisor Representative | Jan 2010 to Jan 2012 | — |
| Independent Capital Management | Financial Services Specialist | May 2009 to Jun 2010 | — |
Education
University of Florida
Master's
2006 — 2008
University of California, Los Angeles
BA
2000 — 2004
Ulysses S. Grant High School
Skills & Expertise
Others at Gerber Kawasaki Wealth & Investment Management (3)
| Name | Role | Location |
|---|---|---|
E Elijah Souza | Partner | Santa Monica, CA , United States |
| Managing Partner | Los Angeles, CA , United States | |
| Managing Partner | Santa Monica, CA , United States |
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