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Elijah Souza

Partner at Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA , United States

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

OrganizationRoleDate RangeDetails
Gerber Kawasaki, Inc., A Wealth & Investment Management FirmPartnerSep 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 LLCProject SpecialistFeb 2009 to Sep 2010
Ameriprise FinancialFinancial AdvisorMay 2008 to Jan 2009

Education

Loyola Marymount University

BBA, Marketing and Management

Imperial College London

Skills & Expertise

Strategic Financial Planning
Retirement Planning
Wealth Management
Securities
Investments
Football
Baseball

Others at Gerber Kawasaki Wealth & Investment Management (3)

NameRoleLocation
Ayal Shmilovich
Ayal Shmilovich
Managing 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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