Alex Rosenblatt, CLTC in

Alex Rosenblatt, CLTC

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Wealth Management Advisor at Northwestern Mutual
📍 San Francisco Bay Area, United States

Alex Rosenblatt is a highly-decorated Wealth Management Advisor at Northwestern Mutual, recognized by Forbes as a Best-in-State Financial Security Professional. A graduate of the University of San Francisco with a CLTC certification, he is in the top 1% of financial advisors globally and focuses on tailored financial security for executives and business owners.

A native San Franciscan and father of two daughters, Alex is deeply committed to his community. He has dedicated over a decade of service as a board member for the San Francisco General Hospital Foundation, earning multiple community service awards for his exceptional volunteer work and support of local healthcare.

He has been repeatedly recognized with Northwestern Mutuals Community Service Award for his significant philanthropic commitment.

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Experience
25 Years
Current Role
Wealth Management Advisor
Location
San Francisco Bay Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Alex cares about

Financial Security Planning
His career centers on providing professionals and their families with personally tailored insurance, investment, and estate planning programs.
SF Community Health
He is a multi-award-winning volunteer and board member for the San Francisco General Hospital Foundation, demonstrating over a decade of commitment.
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Career

Work history

1-2009
Wealth Management Advisor
Northwestern Mutual
9-2000 - 10-2008
Institutional Sales
OTR Global
In the press

Media appearances

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Education
1998 - 2000
BS
University of San Francisco
1996 - 1998
Bachelor of Business Administration - BBA
The George Washington University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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