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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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