Our experienced professionals have helped many people just like you by offering objective advice and unbiased answers to your unique financial questions and concerns. We can help you create a personalized approach designed to manage, build, and preserve your wealth.Learn More
We believe it is never too late or too early to start investing and planning for your retirement. After evaluating your current situation, we create a customized retirement plan that aims to bridge the gap between where you are today and how you envision your ideal retirement.Learn More
A financial strategy isn’t complete without addressing tax implications. From tax preparation to evaluating opportunities for transferring an estate tax-efficiently, we understand the relationship between investments and possible tax consequences.Learn More
At Rosenblatt Advisors, we understand there are thousands of financial advisors out there offering investment management and financial services. So why choose us?
We believe our greatest attribute is developing life-long trusted relationships. We always put the needs of our clients first, and pride ourselves on our ability to clearly explain concepts and investments so clients can better understand their financial options and feel more confident in their decision making.
We are a family business and understand the importance your family’s financial future. We treat our clients like family, not a number on a computer screen. We believe this is just one of the many reasons why many of our relationships with clients span generations.
For nearly three decades, we have been serving our community in Castro Valley, California and throughout the country, from the San Francisco Bay area to New York. Offering comprehensive wealth management, retirement planning, and tax consulting services, we can assist you with your greatest financial concerns, wherever you are in life. We invite you to contact us today to learn more about how we can work together.
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China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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What’s the deal with your yearly free credit report?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are things about Social Security that might surprise you.
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A collection of tips from professional travelers.
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Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.