BIO
Brendan Jung, CFP® is a Wealth Advisor at Gerber Kawasaki Wealth & Investment Management, where he specializes in comprehensive financial planning and wealth management for individuals, families, and tech professionals. Brendan holds the distinction of being the firm’s first employee to expand operations beyond its Santa Monica headquarters, leading the launch of the company’s Bellevue, Washington office.
A Pacific Northwest native, Brendan returned to the Seattle area after spending more than a decade in California. Since beginning his career in financial services in 2013 after earning his finance degree from the University of Washington, he has advised a diverse range of clients, including young professionals, business owners, retirees, and ultra-high-net-worth families across the country. He has extensive experience helping technology professionals navigate complex compensation structures, including RSUs, stock options, ESPPs, and equity-based compensation planning.
Brendan’s passion for financial planning is deeply personal. After losing his father at a young age, he witnessed firsthand the financial uncertainty families can face during times of hardship. Seeing his mother struggle with complex financial decisions and later experience significant losses caused by a trusted advisor shaped Brendan’s commitment to providing transparent, trustworthy financial guidance. He believes wealth management is about more than investments; it is about helping clients gain clarity, confidence, and long-term financial security.
At Gerber Kawasaki, Brendan was drawn to the firm’s innovative approach to wealth management, collaborative culture, and mission to make high-quality financial advice accessible without asset minimums. His practice focuses on holistic financial planning, including investment management, retirement planning, tax strategies, estate planning, insurance analysis, and philanthropic planning. Brendan works closely with clients to simplify their financial lives and build personalized strategies aligned with their long-term goals and values.
Outside of work, Brendan enjoys competitive golf, though he describes himself as “an uncompetitive competitive golfer,” and watching documentaries that explore unfamiliar cultures, industries, and subcultures.
Designation Disclaimers
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.
https://www.finra.org/investors/professional-designations/cfp
MEDIA
June 11, 2026
Ross Gerber - All Eyes on SpaceX Public Listing | Yahoo Finance
In the wake of a massive selloff of AI stocks, GK President and CEO Ross Gerber shares his thoughts with Josh Lipton of Yahoo Finance on the future of the AI infrastructure buildout, the crowded slate of upcoming IPOs, and the potential of the next generation of Apple Intelligence.
June 5, 2026
Finance for Athletes: The Game Plan | Athletes Advisor Podcast
You wouldn’t ask a quarterback to play shortstop, so why ask your friend to plan your finances? Athletes Advisor Jimmy Bisharat is back to talk about the role that financial advisors can play for athletes who are starting to earn real money through NIL, signing bonuses, or their first professional contracts.
With this series, you’ll learn how to think about money the same way you already think about your sport.
June 5, 2026
Jimmy Bisharat - Money Decisions Every Athlete Faces Early Part 4 of 4: Do Athletes Need a Financial Advisor, and What Should They Look For? | Gerber Kawasaki
The final article in our Money Decisions Every Athlete Faces Early series looks at the question of financial advice. Gerber Kawasaki Wealth Manager Jimmy Bisharat shares insights on how athletes can evaluate whether professional guidance fits their needs and what qualities to consider when choosing an advisor.
May 29, 2026
Chase McCormick - The Shadow Price of Every Dollar You Spend | Gerber Kawasaki
Before planning your big summer vacation, there are a few important considerations that can have a significant impact on your wallet. GK Wealth Advisor Chase McCormick how financial planning actually means planning for guilt-free fun.
May 29, 2026
Ross Gerber - Too Late to Buy Micron? | TheStreet
The market is on a 9-week winning streak and Ross Gerber isn't slowing down. The Gerber Kawasaki CEO joined TheStreet to break down what's driving the rally, where he sees the best opportunities, and why Micron, Alphabet, and Eli Lilly are on his radar. He also weighed in on the SpaceX-Tesla merger debate and what it could mean for investors. If you're trying to make sense of this market, this is worth a watch. 🎯
May 29, 2026
Ross Gerber - The impending SpaceX IPO | CNBC
🚀 “If you can get into SpaceX, you buy it and hold it.” - CEO Ross Gerber on CNBC this morning.
On Squawk Box, Ross broke down the impending SpaceX IPO, Tesla’s future, and where the market is headed next. His take? SpaceX could be one of the biggest long-term investment stories of the decade. 📈
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.
May 27, 2026
Ayal Shmilovich - Inside the SpaceX S-1: What the Largest IPO in History Reveals | Gerber Kawasaki
SpaceX officially filed for its highly anticipated IPO this week, giving investors their first full look inside the company behind Starlink, Starship, and xAI. In this guide, Gerber Kawasaki Managing Partner Ayal Shmilovich breaks down the massive SPCX filing, from the rumored $1.75 trillion valuation and AI spending boom to Elon Musk’s Mars-based compensation package and what it all means for current and former employees, early investors, and secondary-market purchasers.
May 27, 2026
Ross Gerber - Jury Rejects Musk’s Claims Against OpenAI | New York Times
The three-week trial between Elon Musk and OpenAI ended with a unanimous jury ruling against Musk on procedural grounds: his lawsuit was filed too late. The deeper questions about OpenAI's shift from nonprofit to for-profit remain unresolved. Musk says he'll appeal.
May 27, 2026
Unpacking the Proposed SpaceX IPO | Future Money Podcast
It’s official: SpaceX has filed its Form S-1 for what is expected to be the single largest IPO in history. GK Managing Partners Ayal Shmilovich and Hatem Dhiab waste no time diving into the full report, breaking down Starlink’s stellar revenues, xAI’s compute-sharing deal with Anthropic, and what the workforce at SpaceX might expect to see over the course of the next year.
May 27, 2026
Ross Gerber - After Elon Musk's Court Loss Comes the Long Hot A.I. Summer | New York Times
The Musk vs. OpenAI verdict is in. A federal jury dismissed Elon Musk's lawsuit against OpenAI and CEO Sam Altman, ruling that his claims were filed too late, leaving the core questions about OpenAI's direction unanswered.
May 26, 2026
Ross Gerber - Musk and Altman take their battle from court to Wall Street ahead of landmark IPOs | CNBC
Wall Street is now watching the Elon Musk vs. Sam Altman battle as closely as Silicon Valley. With both OpenAI and SpaceX reportedly moving toward potential IPOs, the rivalry is becoming a fight for investor confidence, AI dominance, and future tech leadership. CEO Ross Gerber says the feud has grown far beyond the courtroom, it’s now about capital, talent, and who controls the next era of technology.
