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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate