Taking control of your finances can be intimidating. But today’s guest founded a company that helps people of all ages and financial backgrounds learn to manage their finances. 

Ross Gerber is a financial guru who has been investing since the ripe age of 13 when he was gifted stock in Disney and Apple. He continued his career in finance after college to become SunAmerica’s youngest million-dollar branch manager. The Great Recession of 2008 was hard on Ross and around that same time, his house also burned down. Yet, even after losing so much, Ross saw a need for more financial education, so he co-founded Gerber-Kawasaki Wealth and Management Inc. in 2010.

Today, Ross and Stephynie discuss the role confidence plays in leadership, the importance of financial literacy, and how Ross’ dedicated attitude gave him massive success in the financial world. 

If you want to learn more about your finances and what it takes to truly succeed, even amid huge challenges, tune in!

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Timestamps:

0:17 - Ross’ first experiences with stocks and investing

4:47 - Ross’ childhood and upbringing in L.A. 

9:17 - His band and involvement in the music industry 

11:12 - How Ross gained the confidence to start SunAmerica 

15:15 - How Ross grew from crises like 9/11 and the 2008 financial crisis 

18:00 - Ross’ views on negativity and luck

23:17 - What it was like starting an investment company after the ‘08 Recession and his house burning down 

28:19 - The financial landscape during COVID-19 

29:26 - What Ross has learned about working with people across all socioeconomic statuses 

32:02 - Why Ross continuously succeeds in business endeavors 

36:42 - The value of discomfort 

39:21 - What types of soft skills Ross looks for in interviewees 

41:37 - Ross’ biggest financial mistake 

44:49 - Why Ross values teaching the next generation of investors 

49:56 - The biggest mistake young investors make 

51:18 - Ross’ biggest obstacle

53:44 - Financial advice from Ross 

Mentioned in the Episode:

Gerber-Kawasaki Website: https://gerberkawasaki.com/

Ross’ LinkedIn: https://www.linkedin.com/in/ross-gerber/

Gerber-Kawasaki YouTube: https://www.youtube.com/user/Gerberkawasaki