Ben Dunbar, CFP®

Investment Group Leader

Phone: 310.399.6397
LinkedIn: benjamin-dunbar-89502046
Contact Ben Dunbar, CFP®

for a review of your finances

Contact Ben Dunbar, CFP®

Ben grew up in a unique environment that shaped his love for financial advising. As a young kid, Ben grew up in Palos Verdes wanting to be a doctor (his mom was an emergency room nurse) rooted from wanting to help people. After realizing his dislike for Biology at 15 years old and spending time with his grandfather (a retired Stockbroker), he changed course. He opened up his first investment account, and bought his first companies from the little money he saved from umpiring little league baseball games. He started reading the Wall Street Journal and every investment book under the sun he could find. He found his passion.

Ben graduated from Cal Poly, San Luis Obispo with a BS in Business (concentration in Finance) and a minor in Economics. While at Cal Poly, Ben co-founded and was President of the Cal Poly Investing Club, and also was a part of the Student Managed Portfolio Project in which students manage a portion of the Cal Poly Endowment Fund.

Upon graduation, Ben found the perfect match, for work that is. Although Ben loved the behind the scenes research on companies and trends, his passion was working directly with people. Thus, he joined Gerber Kawasaki immediately. At Gerber Kawasaki, Ben helps people build the foundation for a lifetime financial plan. Although Ben could spend hours with you speaking about the market, Ben focuses on the specific planning steps necessary to allow his clients to live their life, while making the right financial decisions. Seeing the stress taking off from his clients after meeting with him, are some of the best parts of his job.

In his free time, Ben continues to be involved with his Alma Matter. He is the President of the Los Angeles Alumni Chapter, and regularly returns back to campus to speak. He is also a Big Brother in the Big Brother, Big Sister program where he mentors a younger “little brother.” For fun, you will likely see Ben playing tennis with his family and surfing with long time family & friends.

CA Insurance Lic: #0K02824