Our Firm

Our History

Rosenblatt Advisors is a family-owned financial services firm based in Castro Valley, California. Founded by Jay Rosenblatt with a simple goal: to help people make informed financial decisions and work toward a more secure future.

Our story began in 1973, when Jay and his father, Abe, established a family tax practice in their hometown in New York. Fifteen years later, Jay and his family relocated to California, where he quickly recognized a growing need within his new community. He met hardworking individuals and families who had spent years building their savings but weren't always sure how to invest, manage, or preserve their wealth for the future.

Jay saw an opportunity to make a difference. Rather than continuing solely in tax preparation, he expanded his focus to wealth management and retirement planning. In 1988, he founded his own financial services firm with a commitment to working closely with clients and developing personalized strategies around their unique goals, circumstances, and priorities.

That client-first philosophy remains at the heart of Rosenblatt Advisors today.

Who We Are Today

Today, Rosenblatt Advisors is led by Jay's son, Craig, continuing a family tradition that spans more than five decades.

Although our firm has grown and evolved, expanded its services, and even changed its name over the years, our commitment to our clients has remained constant. We serve individuals, families, and business owners throughout our community and across the country, providing thoughtful guidance for wealth management, retirement planning, and tax planning.

We believe financial advice should be personal, objective, and easy to understand. That's why we take the time to understand each client's goals, challenges, and vision for the future before developing recommendations tailored to their individual goals.

Our approach combines experience with personalized attention and creative, practical solutions. Above all, we believe in building lasting relationships, not simply managing money.

From our beginnings as a family tax practice in 1973 to the firm we are today, our mission remains the same: to help our clients make confident financial decisions and pursue the future they envision.

How We Can Help You

No two people have the same financial goals, circumstances, or priorities. That's why we believe your financial strategy should be built around you, not a one-size-fits-all approach.

We take the time to understand you on a personal level and develop a complete understanding of your financial situation, goals, and vision for the future. Only after we understand where you are today and where you want to go do we make recommendations.

Together, we develop a personalized financial strategy designed to help you make informed decisions, navigate the opportunities and challenges along the way, and work toward the future you envision.

Investment & Planning Solutions

Depending on your individual needs and objectives, your personalized financial strategy may incorporate a range of investments and planning approaches, including:

• Investment Management — Stocks, bonds, mutual funds, and exchange-traded funds (ETFs)
• Retirement Planning — Traditional IRAs, Roth IRAs, SEP IRAs, 401(k) rollovers, and other retirement solutions
• Education Planning — 529 plans and other education savings options
• Estate & Legacy Planning — Trusts and approaches designed to help preserve and transfer your wealth
• Tax Planning — Guidance designed to help you make tax-conscious financial decisions
• Life Insurance — Protection and financial planning solutions for you and your loved ones

Account Types

We can also help you evaluate and establish the types of accounts that may be appropriate for your financial goals, including:

• Traditional IRAs
• Roth IRAs
• SEP IRAs
• Individual and Joint Transfer-on-Death Accounts
• UTMA Accounts
• Trust Accounts

The right account structure can be just as important as the investments held within it. We consider factors such as your goals, tax situation, time horizon, family circumstances, and estate-planning objectives when helping you determine which account types may best complement your overall financial strategy.

Our goal isn't simply to manage your investments. It's to understand what matters to you and help create a financial strategy that supports the life you want to build.