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Elijah Souza
About
Elijah Souza is a Partner at Gerber Kawasaki, Inc., a wealth and investment management firm in Santa Monica, CA. He specializes in advising executives and entrepreneurs, with a key focus on clients in the entertainment and sports sectors, cultivating a clientele from these industries over more than a decade. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Elijah provides comprehensive guidance on personal financial planning and investment strategies, helping clients navigate complex wealth management needs.
Souza began his career as a Financial Advisor at Ameriprise Financial and later worked as a Project Specialist at Kurtzman Carson Consultants LLC, before joining Gerber Kawasaki in 2010 and rising to partner status. Throughout his career, he has been recognized for his service-driven approach and has contributed to the industry by elevating financial literacy and access for diverse communities, especially in entertainment and sports.
He holds a Bachelor of Business Administration in Marketing and Management from Loyola Marymount University, and has pursued further education at Imperial College London, specializing in sports marketing through a study abroad program. His expertise includes investment management, financial planning, and advising high-net-worth individuals on asset allocation across equities and alternative investments, with notable achievements in building and mentoring a significant client base at Gerber Kawasaki.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gerber Kawasaki, Inc., A Wealth & Investment Management Firm | Partner | Sep 2010 to Present | 2716 Ocean Park Blvd. Ste 2022 Santa Monica, CA 90405 (310) 399-6397 phone (310) 441-9982 fax [email protected] |
| Kurtzman Carson Consultants LLC | Project Specialist | Feb 2009 to Sep 2010 | — |
| Ameriprise Financial | Financial Advisor | May 2008 to Jan 2009 | — |
Education
Loyola Marymount University
BBA, Marketing and Management
Imperial College London
Skills & Expertise
Others at Gerber Kawasaki Wealth & Investment Management (3)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Santa Monica, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Managing Partner | Santa Monica, CA , United States |
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