Ben Rosenblum, Associate

Ben Rosenblum works to provide his clients with the right foundations for long-term wealth accumulation and preservation. His experience lies in integrating tax-efficient investments into comprehensive financial planning solutions.

Every client has a unique set of circumstances, and Ben employs care and attention to detail in building an understanding of each client’s short and long-term needs as a basis for a customized financial framework. He maintains the FINRA Series 7 and Series 63 financial securities licenses.

Ben graduated from Georgetown University with a major in Science, Technology, and International Affairs—a protean major incorporating perspectives from economics, foreign policy, national security, and science & technology. Ben served as Editor of the Georgetown Journal of International Affairs and spent time at DC-based firms, media outlets, and government agencies.

Ben was born in Los Angeles and raised in the Coachella Valley. He has lived around the world, including in Central America and China.