Broker Check


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

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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Kerry Nelson joined the team at Rosenblatt Advisors in January 2016. As a Financial Advisor with the firm, she is responsible for administration and development of financial plans, data gathering, research, and client review preparation...

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Jessica Tufte

Executive Administrative Assistant

510-317-2380 x205


Jessica is a Chartered Retirement Planning Counselor, CRPC®, with over 7 years of experience working in the financial industry. She joined the Rosenblatt Advisors team in October 2017 and is responsible for client services and...

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Natalie Medeiros is the newest member of the Rosenblatt team, having joined the firm in April 2018 as an administrative assistant. She comes with three years of experience in the financial planning field and over fifteen years of...

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