Broker Check

Team

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

510-317-8155

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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