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Ben Rosbach

Wealth Planning Associate

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BIO

Ben Rosbach is a Wealth Planning Associate with Gerber Kawasaki. His story began in the Pacific Northwest, growing up in the small town of Bellingham, just miles from the Canadian border. Early in childhood, Ben was diagnosed with Type 1 Diabetes, pinning him to take on a new level of responsibility at such a young age. As a result of this additional responsibility, he inherently grew up ahead of his years, at times being referred to as an “old soul”. This sense of maturity in Ben gave him a knack for the world of business and finance, sparked by learning to invest with his grandfather at just 15 years old. Mesmerized by the gains of tech companies like Amazon and Apple, Ben continued to search for ways to make money. Soon enough, his entrepreneurial side took over by building a profitable sneaker-reselling business in high school.


Seeking the sunny skies of California, Ben attended Cal Poly in San Luis Obispo. During his time at Cal Poly, Ben gained a deep appreciation for his coursework, particularly in financial planning. Taking advantage of all of the resources available, his passion for finance continued to grow, motivating him to pursue a career in the field immediately after college. Ben graduated from Cal Poly with a BS in Business Administration, concentrating in Financial Management and minoring in Real Property Development.


As an Investment Advisor Representative at Gerber Kawasaki, Ben takes great pride in working closely with others to build long lasting relationships that go beyond the professional interaction. Waking up each morning to build relationships with clients and continue growing as a person is what keeps Ben motivated. Finding a great level of satisfaction in helping others, Ben brings a personalized approach to financial planning with a belief that strong connections are essential to tailoring strategies aligning to a clients’ unique goals and ever changing situation.


Ben’s dedication to personal growth and leadership is further demonstrated through achieving the rank of Eagle Scout, an accomplishment that reflects both his love for the outdoors and his unwavering dedication to living an integrous lifestyle. Outside of work, Ben enjoys backpacking, skiing, cooking, and spending quality time with his family and friends. As a dedicated Seattle Seahawks fan, he never misses a football Sunday.

MEDIA

October 22, 2025

Ben Rosbach - The Hidden Costs of Buying Life Insurance | Gerber Kawasaki

Many young professionals can get manipulated into paying outlandish fees for insurance plans they don't need. GK Wealth Advisor, Ben Rosbach offers unbiased support on how you can protect your assets while growing your money over time.

October 20, 2025

Ben Rosbach - Budgeting | Gerber Kawasaki

Because income levels can fluctuate from month to month, creating a personal budget is an entirely different process for business owners in sales or freelance. GK Wealth Adviser Ben Rosbach shares how he helps clients in these industries save.

August 28, 2025

Ben Rosbach - Your Path to Education Savings | Gerber Kawasaki

As education costs continue to climb, there is a silver lining. GK Wealth Planning Associate Ben Rosbach explains how new legislation allows for the 529 College Savings Plan to be used in a plethora of beneficial ways.

August 1, 2025

Ben Rosbach - Financial Independence For Families | Gerber Kawasaki

Financial Independence is more than just a number. This month, GK Wealth Advisor Ben Rosbach advocates it’s about creating a life that embraces freedom and the option to prioritize what’s most important to you.

May 22, 2025

Ben Rosbach - Equity Comp 101 | Gerber Kawasaki

Equity compensation is one of the most powerful wealth-building tools to employees today, however it’s also very complicated. In this article, GK Wealth Planning Associate, Ben Rosbach breaks down what we need to know in simple terms.

April 10, 2025

Ben Rosbach - Tax Return | Gerber Kawasaki

If you receive a tax reimbursement, you may want to spend it immediately. However, GK Wealth Planning Associate, Ben Rosbach encourages you to invest the extra money in your future.

March 7, 2025

Ben Rosbach - Maximizing Your IRA Before Tax Day | Gerber Kawasaki

The Tax Deadline is just weeks away, but don’t forget, you can still make contributions to your retirement accounts to offset your Adjusted Gross Income from 2024. In this article, GK Wealth Planning Associate, Ben Rosbach demonstrates your savings possibilities.

February 13, 2025

Ben Rosbach - Retirement Account Summary | Gerber Kawasaki

Tax season is getting closer and now is the time to get ahead! This month, GK Financial Advisor, Ben Rosbach provides an in-depth look at the pros and cons of the three most common investment accounts.

January 2, 2025

Ben Rosbach - Start the Year Off Strong: Your Guide to Financial Success in 2025 | Gerber Kawasaki

When setting your 2025 goals, it can be challenging to know where to even start. As we begin the year, GK Financial Advisor Ben Rosbach shares the most effective ways to plan for success.

December 13, 2024

Ben Rosbach - A Financial Guide to Gifting This Holiday Season | Gerber Kawasaki

This gifting season, GK Financial Advisor, Ben Rosbach presents us with the a few important ways to make sure your holiday spending doesn’t get the best of your bank account.

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