Welcome from the Rosenblatt Team

The Rosenblatt Team brings to clients expertise, achievement, and respect earned over more than 20 years of successful accomplishment in the industry. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits. Our partnership allows us to coordinate our skills and combine efforts to provide financial security planning, advice, investment management and service for our clients. This team approach extends to our client relationships, where we collaborate with you together on a personalized plan to accumulate and grow your assets, while managing risk and minimizing the impact of taxes over time.

Creating peace of mind and making intentions a reality.
Our team helps people gain clarity to the true intention of their wealth building. Strategically, we help clients set things in motion that make their intentions and vision a reality.

Our partnership ensures that our successful team is always accessible to provide you with unparalleled personal service in real time. We'll be in regular consultation to re-evaluate your plan and adjust it as necessary, while always preserving your core vision and long term objectives. We are dedicated to ensuring your financial security now, while making your hopes and dreams for the future become reality.

Our clients tell us that they appreciate this refreshing approach and the value we bring in being a sounding board and making them fully aware of what is possible.


For more, visit northwesternmutual.com.

Rosenblatt named Northwestern Mutual's 2019 Most Exceptional Community Service Award Winner for the Western Region

Alex and his wife, Kelly Jane, have been active supporters of the San Francisco General Hospital Foundation for a number of years, and are proud to secure a $25,000 donation to the hospital as the 2019 western region's Most Exceptional Community Service Award winners. Please visit the foundation's site to learn more about the great work they do in the Bay Area.

Alex Rosenblatt wins Community Service Award from the Northwestern Mutual Foundation

San Francisco General Hospital Foundation, based in San Francisco, CA, received a $10,000 grant in honor of Northwestern Mutual wealth management advisor Alex Rosenblatt's exceptional volunteer commitment as part of the company's 19th annual Community Service Award program. Rosenblatt is one of 25 Northwestern Mutual financial professionals recognized as exceptional volunteers.

Alex with John Schlifske, CEO of Northwestern Mutual, and his wife, Kim Schlifske

Alex M. Rosenblatt, CLTC®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck