Team Qualifications and Experience
Edward Rosenblatt: Background and Experience
Dr. Edward Rosenblatt is a highly experienced financial planner and has been a financial advisor for 30 years. He has qualified at Cetera Wealth Services’ Circle of Excellence and Premier Client Division, which represents the highest echelon of over 4000 financial advisors nationwide.
As a Certified Plan Fiduciary Advisor and Accredited Asset Management Specialist, he always puts his client's best interest above all else. Dr. Rosenblatt has helped hundreds of high net worth individuals and their families, including Boeing and Aerospace Coporation employees, build and maintain secure retirements and strong financial futures. Prior to becoming a financial adviser in 1995, Dr. Rosenblatt received his Ph.D. from UCLA in astrophysics, worked as a research scientist on the Hubble Space Telescope program, and performed systems engineering at The Aerospace Corporation and Boeing.
Our Newport Beach Branch Office Team
The financial advisors at our Newport Beach branch office are all highly experienced financial professionals providing customized professional asset management, retirement planning, and estate planning services. We are committed to providing you with the highest level of quality service to help you succeed with your retirement and financial goals.
Randall Long is a Regional Director of Cetera Wealth Services, LLC with over 35 years of investment and retirement planning experience. He has provided consulting and fiduciary advisory services to over 200 major corporations in the area of 401k plan design, investment consulting, employee education, and communication.
Brock Becker serves as one of our Branch Managers assisting financial advisors with various compliance matters. Prior to joining Cetera, Brock worked for six years at ING Advisors Network (previous parent company of our firm) in El Segundo, CA. As a Senior Advanced Markets Consultant, Brock provided financial professionals with guidance on a variety of technical financial planning concepts in the areas of retirement and estate planning.
Cetera Wealth Services Headquaters
Cetera Wealth Services, LLC is one of the largest independent brokerage firms in the United States with over 4000 advisors and $224 billion in assets under management (as of June 30, 2024). Cetera has a staff of over 500 highly experienced individuals including research analysts, tax and estate planning attorneys, CPAs, and asset management professionals. Our financial advisors have provided sound investment and financial advice to individuals and businesses since 1983.
We are a full-service financial firm committed to helping people pursue their financial goals including building and maintaining a secure retirement and strong financial future.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of it's representatives may give tax or legal advice.