Alex M. Rosenblatt
Wealth Management Advisor|CLTC®
Meet Alex Rosenblatt
Professional Background
After nearly a decade in the institutional equity marketplace where he repeatedly earned the trust and respect for his integrity, responsibility and work ethic from his colleagues and clients, Alex returned to the company where he got his start, Northwestern Mutual, with a sincere desire to put his skills to use helping and making a difference and impact on the lives of others. He currently serves as a Wealth Management Advisor with the company's San Francisco office.
Accolades
Alex is a member of the Northwestern Mutual Forum, a group of the firm’s most elite and respected advisors nationally and is also Court of the Table Qualifier of the Million Dollar Round Table, placing him in the top 1% of the world’s financial advisors. Alex is most proud of being in the Top 100 advisors in Northwestern Mutual around the country for comprehensive planning. Alex has been a featured speaker at industry conferences and is regularly asked to speak at Northwestern Mutual offices around the country and in turn has inspired countless individuals. He has been published in Advisor Today, the most widely circulated periodical for the financial planning and advising industry.
Philosophy
Alex’s passion is helping others. A trusted friend and advisor to many leaders, Alex and his team work with high caliber, caring professionals. In this context, he advises a wide range of clients including: executives, business owners, and other professionals. The team specializes in offering guidance for those working in the fields of law, venture capital and private equity, investment banking, tax, and healthcare.
Alex's team provides coordinated skills and combined efforts to deliver comprehensive financial security planning and investment management alongside unparalleled access and real-time service. Alex aligns every aspect of planning, advice, and management with each client’s goals. The team’s refreshing approach helps clients plan to efficiently accumulate wealth, protect income, and grow assets while minimizing the impact of taxes over time.
Alex respects and shares the key values of doing right by clients with a focus on integrity, care, and loyalty. Alex’s career centers on providing business owners, corporate executives and professionals with intelligently planned and personally tailored insurance and investment programs, helping them create financial security for themselves and their families.
Knowing first-hand the critical importance of planning, protecting and growing a financial base, Alex brings to his clients a wealth of knowledge, professional advice and guidance, as well as a team of experts to assist in employee benefits, business succession, and complex estate planning issues.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Estate Planning
Personal
A native San Franciscan, Alex graduated with honors from the University of San Francisco where he met his wife, Kelly Jane. Their first child, Mathilda, was born in January 2012. They welcomed their second daughter, Lucie, to the family in 2014. His commitment to helping others and the community has led Alex to commit time and energy as a Board Member of the San Francisco General Hospital Foundation.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
