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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirees traveling abroad need to know that their health insurance travels with them.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?