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

What You Need to Know about Tax-Loss Harvesting

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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

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

View all calculators arrow

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow