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
May 29, 2026
Ben Rosbach - Happy 5/29: The College Account That Quietly Became a Lifelong Planning Tool | Gerber Kawasaki
Today, Wealth Advisor Ben Rosbach celebrates 5/29 Day, by reminding our clients about one of the most tax-efficient savings vehicles available: the 529 college savings plan. Over the years, GK has witnessed how these accounts can change lives, helping families send children and grandchildren to college with greater confidence and fewer financial burdens.
April 30, 2026
Ben Rosbach & Kevin Kort, CPA - Adapting Your Business Structure | Gerber Kawasaki
As your business expands, it’s important to consider re-adjusting the overall structure as it pertains to your growth story. Wealth Advisor Ben Rosbach and Kevin Kort, CPA share important tax considerations that can help you save.
April 1, 2026
Ben Rosbach - How To Utilize the Backdoor Roth IRA | Gerber Kawasaki
Many high-income earners are told they can’t contribute to a Roth IRA, but that isn’t entirely true. GK Wealth Planning Associate Ben Rosbach shares how he helps high-income clients utilize the power of the Backdoor Roth.
February 17, 2026
Ben Rosbach - Your RSUs Are Not a Windfall | Gerber Kawasaki
Many tech professionals do not fully understand the tax implications of their RSUs until it is too late. Wealth Advisor Ben Rosbach works closely with tech clients to proactively plan for vesting events, manage concentration risk, and position their portfolios for long term tax efficiency.
December 30, 2025
Ben Rosbach - SpaceX 2026: Planning for the Largest IPO in History | Gerber Kawasaki
With SpaceX preparing for what could be the largest IPO in history, Wealth Advisor Ben Rosbach shares how our team at Gerber Kawasaki works with tech professionals gearing up for significant financial moments.
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.
