Kerrick Bubb

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

California - Southern CA (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Kerrick Bubb

I founded KWB in 1996. Over the last 25+ years we have built a financial planning firm based on relationships, not transactions; a firm of expert advisors dedicated to encouraging long-term investing. This took state-of-the-art technology and solid core values. It also took staying ahead of the curve by moving to fee-based early on to better serve our clients. Our focus is pre/post-retirement planning, trust, estate, and generational wealth planning, and tax planning. Our clients are high net worth business owners, individuals, and families. We implement strategies personalized to clients’ life... Read More

The description above is provided by Kerrick.

Focus Area / Customer Base

Doctors, business owners, personalized financial and investment planning

Kerrick Bubb's Awards

2016

Financial Times Top 400 Financial Advisor

2017

Barron's Top 1,200 Financial Advisors

2018

Barron's Top 1,200 Financial Advisors

2019

Barron's Top 1,200 Financial Advisors

2020

Barron's Top 1,200 Financial Advisors

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through KWB Wealth, a registered investment advisor and separate entity from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KS, KY, MD, MA, MI, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA.