PRIVATE CLIENTS
Access Your Personal Financial Website
PERSONAL FINANCIAL HEADQUARTERS
As members of Larchmont Family, we create personalized websites for each of our clients. This website can be used for all-in-one comprehensive financial hub that includes:
- Account Aggregation
- Connect and see all your financials in one place.
- Daily account updates will allow you to know your assets, liabilities and networth at any time.
- Unlimited storage for important documents such as:
- Trust/Legal documents
- Deeds
- Taxes
- Financial Plans
- Insurance policies
- Account access from desktop to mobile devices.
Interested in our services? We’re here to help!
We want to know your exact needs so that we can provide appropriate solutions.
Let us know what you want and we’ll do our best to help.
GERBER KAWASAKI
2716 Ocean Park Blvd. Suite2022
Santa Monica, CA 90405
JEFF J. KIM, CFP®
310-441-9393