Broker Check


Meet our team of experienced professionals, based in Castro Valley, California:


Jay K. Rosenblatt, CFP©

(510) 317-2380

(510) 317-8155

Jay K. Rosenblatt is a Certified Financial Planner (CFP©), Registered Principal, Financial Advisor and a Licensed Life and Disability Insurance Agent.

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A resident of Danville, Ca. Craig Rosenblatt earned his bachelor's degree in business administration with an emphasis in finance and accounting from California Polytechnic State University at San Luis Obispo.

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Kelly Asplund started with Cetera Advisor Networks, formally Financial Network in 2001 as an assistant to a Director of a regional office.

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Kerry Nelson is the newest member to the Rosenblatt team having joined the firm in January 2016 as a client services associate. She is responsible for processing new business, client services, and administration and development of...

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