Ben Dunbar, CFP®, CPWA®, is an adjunct professor at California Polytechnic State University (Cal Poly) and a managing partner at Gerber Kawasaki Wealth & Investment Management. With a background in finance and financial management, Ben is passionate about helping individuals understand and navigate their finances to pursue their financial goals. Ben has certifications in financial planning and wealth management from top institutions such as UCLA and The University of Chicago Booth School of Business.
Gerber Kawasaki Wealth & Investment Management
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Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded by Ross Gerber and Danilo Kawasaki in 2010, GK is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We currently manage ~2.2B for over 10,000 individuals as of 02/16/2023. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients at any stage of their lives toward attaining their financial goals. While GK works with many high net worth clients, we also help first-time investors grow their financial literacy by creating initial savings plans. We believe everyone deserves access to financial assistance, which is why we have no investment minimums. At GK, CEO Ross Gerber leads a team of advisors with a common mission to make a difference in the world by providing financial advice, support, and education to our clients. Gerber Kawasaki's executive management team is here to guide motivated and driven individuals toward successful careers. Often, we use various media outlets to extend our financial guidance past our own clients. Ross Gerber is commonly recognized as one of the most influential advisors in America. You can continually find Gerber Kawasaki on social media platforms like Twitter and TikTok to major financial news channels such as CNN, Bloomberg, and Fox Business News. Disclaimer and Disclosures https://files.constantcontact.com/5c56520c701/9ad6172f-c332-41d9-b0b4-db3cdac922c0.pdf Investment advice offered through Gerber Kawasaki Inc. is a SEC-registered investment advisor.