Retirement and Financial Future
for You and Your Family
Edward Rosenblatt, Ph.D, AAMS, CMFC
Certified Plan Fiduciary Advisor
Investment Professional
Premier Client Division
Circle of Excellence
Cetera Advisor Networks
Member FINRA/SIPC
4000 MacArthur Bl, Suite 1050
Newport Beach, CA 92660
Direct: 888 353-3642
Branch: 800 814-8742
Fax: 949 988-3215
rosenblatte@ceteranetworks.com Edward Rosenblatt: Background and Experience
As part of a large team of financial professionals at Cetera Advisor Networks, Dr. Edward Rosenblatt is a highly experienced financial planner, Certified Plan Fiduciary Advisor, and Accredited Asset Management Specialist. He specializes in retirement planning, investment management, tax reduction strategies and estate planning. He has been a top financial advisor for over 30 years consistently qualifying for Cetera Advisor Networks' Circle of Excellence as well as the Premier Client Division which represents the highest echelon from over 2500 professional advisors nationwide.
Dr. Rosenblatt received his Ph.D. from UCLA in astrophysics, worked as a research scientist on the Hubble Space Telescope, and worked as a systems engineer at The Aerospace Corporation and Boeing. Since 1995, he has helped hundreds of aerospace employees and high net worth families build and maintain secure retirements. He also currently serves on the Investment Advisory Commission for the City of Mission Viejo.
Cetera Advisor Networks
Headquartered in El Segundo, Cetera Advisor Networks is one of the largest independent brokerage firms in the United States with over $90 billion under management. Since Cetera Advisor Networks does not produce any of its own investment products, advisors have access to a wide range of investment options to serve their clients' best interests.
Schedule a Complementary Financial Review
Please feel free to setup a complementary in-person or virtual financial planning meeting by calling 888-353-3642 or by email at rosenblatte@ceteranetworks.com. This personalized financial meeting is designed to show you ways that can help improve your retirement outlook including:
- A personalized Retirement Evaluation to help build and maintain a secure retirement and help plan for a secure financial future
- Find ways to help reduce the risk of depleting savings later in life
- Discuss income planning for pre-retirement and during retirement
- Discuss potential strategic/tactical investment opportunities
- Receive Social Security and Pension selection guidance
Cetera Advisor Networks representatives do not provide legal or tax services. You should consult a tax or legal professional should you require these services.
The Circle of Excellence recognition is for 2023. The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.