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Ayal Shmilovich

Ayal Shmilovich

Managing Partner at Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA , United States

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

OrganizationRoleDate RangeDetails
Gerber Kawasaki Wealth & Investment ManagementManaging PartnerJan 2015 to Present
Gerber Kawasaki Wealth & Investment ManagementInvestment Group LeaderAug 2012 to Jan 2015
Gerber Kawasaki Wealth & Investment ManagementInvestment Advisor RepresentativeJan 2010 to Jan 2012
Independent Capital ManagementFinancial Services SpecialistMay 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

Retirement Planning
Investments
Estate Planning
Securities
Life Insurance
Strategic Financial Planning
Fixed Annuities
Financial Analysis
Personal Finance
Financial Modeling
Strategic Planning
Small Business
Wealth Management

Others at Gerber Kawasaki Wealth & Investment Management (3)

NameRoleLocation
E
Elijah Souza
PartnerSanta Monica, CA , United States
Hatem Dhiab
Hatem Dhiab
Managing PartnerLos Angeles, CA , United States
Zachary Bainter
Zachary Bainter
Managing PartnerSanta Monica, CA , United States

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