How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Hatem

ADVISOR PERSONAL BIO

Hatem Dhiab is a Founding and Managing Partner at Gerber Kawasaki Wealth and Investment Management. He has a unique background that enables him to appeal to clients from diverse backgrounds. Raised in a racially mixed family of bankers in Tunisia and France, he learned to be adaptable, self-reliant, and responsible from an early age. Hatem provides comprehensive financial planning services. His clientele is composed of physicians, CEOs and C level executives, successful professionals, business owners & tech entrepreneurs and their families. He also deals with many international clients and is quite versed in advanced planning techniques and complex tax issues. He is often invited to speak or participate in financial educational seminars and community awareness events. His career success can be directly attributed to his ability to listen, understand and educate his clients, help them clarify and prioritize their financial goals, implement a plan of action and continually follow up to ensure they reach their goals. His mission and greatest pleasure comes from helping his clients, their families and businesses achieve financial success and peace of mind. Provide them direction in their decision-making process, emotional support & intellectual analysis during periods of turmoil while delivering utmost levels of service and access. All with a commitment to honesty and integrity delivered with a sincere caring attitude towards every client. Hatem is on the Board of Trustees of Selfless Love, a non-profit dedicated to transforming the lives of current and former foster kids through awareness and partnerships.

ADVISOR PROFILE

Services Offered

Institutional consulting

Trust & estate planning

Trading individual securities

Philanthropic services

Insurance

Financial planning

Executive services/Equity compensation

Retirement planning

My Ideal Client

Physicians

CEOs and C level executives

Affluent professionals

Business owners

Tech entrepreneurs

International clients

Advisor's links

Future Money Podcast

OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST

(1) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ OWNERSHIP OF INSURANCE AGENCY/ 20%/ SANTA MONICA, CA (2) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ SALES OF NON-VARIABLE INSURANCE/ 20%/ SANTA MONICA, CA (3) Gerber Kawasaki Tax Services, Santa Monica, CA; not investment related; provides and accounting services; Financial Advisor, refer clients to tax and accounting department and be the liaison between client and CPA. Start date: January 2021; I devote 5 hours per month to this business; 0 hours during securities trading hours. I refer clients to Gerber Kawasaki Tax Services and I am a liaison between the client and CPA, financial planning advice. (4) 8/17/2017 - No Business Name - Investment Related - 12846 N Seaglass Circle, Playa Vista, CA 90094 - Real Estate Rental - Started 08/05/2017 - 1 Hour Per Month During Securities Trading - Short term rental revenue to be generated from second home.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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