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Helping to Create a Secure Financial Future for You and Your Family
Edward Rosenblatt, Ph.D, CPFA, AAMS, CMFC
Certified Plan Fiduciary Advisor
Investment Professional
Circle of Excellence
Cetera Wealth Services
Member FINRA/SIPC
4000 MacArthur Bl, Suite 600
Newport Beach, CA 92660
Direct: 888 353-3642
Branch: 949 955-0074
Fax: 949 988-3215
rosenblatte@ceteranetworks.com
Edward Rosenblatt: Background and Experience
As part of a large team of financial professionals at Cetera Wealth Services, LLC 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, income planning, estate planning and tax reduction strategies. He has been a  financial advisor for over 30 years qualifying for Cetera Wealth Services' Circle of Excellence as the highest echelon from over 4000 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 indivduals 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 where he lives with his wife and three children.
Cetera Wealth Services, LLC
Headquartered in El Segundo, Cetera Wealth Services, LLC is one of the largest independent brokerage firms in the United States with over $224 billion under management (as of 6/30/2024). Since Cetera Wealth Services, LLC 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
     

  • Discuss income planning for pre-retirement and during retirement
     

  • Discuss potential strategic/tactical investment opportunities
     

  • Find ways to help maximize wealth transfer to your heirs
     

  • Receive Social Security, Medicare and Pension selection guidance


Cetera Wealth Services, LLC 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 2024. 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.

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