Broker Check
Trusted Advisors for life's major decisions. Bridging Your Gaps Pursuing Your Goals Preserving Your Wealth

Wealth Management

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

Retirement Planning

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

Tax Consulting

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

Our Philosophy

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.

Helpful Content

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow