IN Top Advisors 2025 - Danilo Kawasaki IN Top Advisors 2025

Profile

“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”

David Pickler Mayflower Advisors

Danilo Kawasaki is the Co-founder, Vice President, COO, and Chief Compliance Officer at Gerber Kawasaki Wealth and Investment Management, one of the fastest-growing RIA firms. He also serves on the firm’s Board of Directors and Investment Selection Committee. Kawasaki has been recognized for a wide range of awards, including but not limited to: InvestmentNews Top 40 Under 40, LABJ Leader of Influence, InvestmentNews Diversity and Inclusion, and Best Places to Work. Born in São Paulo, Brazil, Kawasaki was a top-ranked junior tennis player, later earning All-American honors at the University of Redlands. He later completed a certificate in Personal Financial Planning at UCLA, obtained his Certified Financial Planner® certification, and earned a certificate in Wealth Management Theory & Practice from the Yale School of Management. He is also a Certified Private Wealth Advisor®. Following the 2008 financial crisis, Danilo co-founded Gerber Kawasaki, with CEO Ross Gerber, to provide independent, client-focused financial advice in a democratized fashion. His dedication to helping people save, grow, and preserve their assets had paved a way for a new generation of financial advising and wealth management.

2716 Ocean Park Blvd., Santa Monica, CA 90405

310 441 9393

danilo@gerberkawasaki.com

linkedin.com/in/danilokawasaki

gerberkawasaki.com

Danilo Kawasaki

Vice President and COO Gerber Kawasaki Wealth and Investment Management

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Profile

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Milestones

“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”

David Pickler Mayflower Advisors

2002 - 2012

2013 - 2021

2022 - Present

2017–2020

2020–2025

Branch Manager at SagePoint Financial Youngest branch manager at SunAmerica Securities at age 24 Number 1 recruiting office for SunAmerica Securities in 2007 & 2008. Started Gerber Kawasaki with Ross Gerber at age 31 in 2010.

2002 - 2012

OSJ Branch Manager at LPL Financial Investment News Top 40 Under 40 2018 Rang the opening bell of the NYSE in 2021

2013– 2021

Vice President/COO at Gerber Kawasaki CFP Certification from UCLA, Wealth Management Theory & Practice from the Yale School of Management, Certified Private Wealth Advisor Member of LPL Ambassador Council 2024 Has grown GK (100% organically) to be one of the top wealth management companies in the country with $3.4 billion in AUM

2022– present

Student, MBA (The Wharton School) and JD (The University of Pennsylvania Law School)

2017– 2020

Co-Founder and Advisor, Grey Fox Wealth Advisors Member of the 2015 World Championship Team Delaware Business Times 2023, “40 Under 40”

2020– 2025

Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services

Aug 2022

Milestones

Sept 2021

Feb 2022

Apr 2022

Jul 2022

Aug 2022

Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes

Sept 2021

Month-on-month market share growth commences

Feb 2022

Suncorp Bank wins the Canstar award for most outstanding value in investment loans

Apr 2022

Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row

Jul 2022

Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services

Aug 2022

Milestones

In addition to this, the advisor has amassed a collection of impressive accolades, including:

tax management inflation protection estate planning coordination

sales@icapitalnetwork.com

With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:

“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors. After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law. “I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler. With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005. “Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”

With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences. As a result of his outstanding dedication to client services, Pickler has won a number of awards:

Barron Magazine’s Top 1,000 Financial Advisors Financial Times Top 400 Advisors Forbes’ Best-in-State Wealth Advisor

Forbes Best in State Wealth Advisor Financial Planning Magazine Pro Bono Planner of the Year Boston Magazine Five-Star Wealth Manager

As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients. Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families. “We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.” Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today. “We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer. “At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”

With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:

2002–2012

2013–2021

2022–present

2017–2020

2020–2025

Co-Founder and Advisor, Grey Fox Wealth Advisors Member of the 2015 World Championship Team Delaware Business Times 2023, “40 Under 40”

2020– 2025

Student, MBA (The Wharton School) and JD (The University of Pennsylvania Law School)

2017– 2020

2022– present

OSJ Branch Manager at LPL Financial Investment News Top 40 Under 40 2018 Rang the opening bell of the NYSE in 2021

2013– 2021

2002– 2012

Milestones