Financial Risk Management for Entrepreneurs

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About The Course

Hatem Dhiab is a managing partner and an investment advisor representative at Gerber Kawasaki. He attended the University of Paris III for 1 year before relocating to the US, initially to Seattle, then ultimately graduated in 2005 Magna Cum Laude from California State University in Los Angeles with a Bachelor's in International Business and Finance. Hatem provides comprehensive financial planning services. His clientele is composed of physicians, executives, young professionals, entertainers, business owners and their families. His services include fee-based financial planning, risk management, wealth accumulation (retirement, college and investments) as well distribution strategies and wealth preservation. 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 understand and educate his clients, help them clarify and prioritize their financial goals, implement a plan of action and continual follow up to ensure they reach their objectives. His mission is to help his clients, their families and businesses pursue financial success and peace of mind. Provide them direction in their decision making process, emotional support during periods of turmoil while providing them with utmost levels of service and access. All with a commitment to honesty and integrity while communicating a sincere caring attitude towards every client. Hatem spends his free time with family, friends and his dog. He actively plays golf, practices yoga and enjoys the outdoors. An avid reader interested in world politics, business and travel, he also enjoys eclectic music and is active in his community.

The old saying "No one plans to fail, but many fail to plan" has special applicability to the new business owner. Hatem Dhiab, Managing Partner of Gerber Kawasaki Wealth & Investment Management, will walk you through tactical strategies that you can execute so that you can build your business for scale, capital investment, tax optimization, and exit strategy.


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The exam was very comprehensive and the fact that it was self-paced made it very easy for a full time father like myself.

Brody McMurrian

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Pehr Torells

This is something I am proud of, not only in my personal accomplishments, but in being able to help others do the same.

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I'm so happy and proud that I chose this institute for my study to the CFT because their material gave me a lot of information and experience that I didn't know it before.

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