David Rosenblatt’s mission is to educate and assist his clients in making decisions to shape their financial future. Dave work’s one on one with his clients to create solid protection, estate, and/or retirement plans using insurance products. His goal is to help ensure capital wealth for his clients to have in their later years as well as protection of their assets. Dave strives to be approachable, knowledgeable, and empathic when working with all of his clients and prospects. His prides himself on being extremely client centric and customer service oriented.
Dave has a deep background in sales, project management and team leadership. He has always been a dedicated entrepreneur, from his first paper route at 10 years old to his current position as a Financial Representative. Dave started his career off in financial services as a stock broker. He transitioned to Canon Business Solutions where he worked in the niche market of high volume machines for named accounts as a team manager. After Canon, he was offered a position at Johnson & Johnson where he worked as an Immunology Specialist for 11 years. With the recent changes to the health care system, he decided to return to his beginnings and revisit Financial Services.
He has spent the past year building a business focusing on comprehensive, holistic insurance planning. He has achieved numerous awards since he began, including Client Builder Award, WAG New Associate of the Year, Guardian's Leader Club, and was a finalist in the prestigious Guardian Christopher Ferrara Memorial New Agent of the Year Award.
Dave was born in Staten Island, New York and raised in Commack, Long Island where he currently resides. Him and his wife Nicole have three beautiful children together, Justin and twins Andrew & Jenna. He enjoys playing hockey, tennis and golf. Being a father of three with his extended family close by, he enjoys spending weekends with the people that mean the most to him.
David Rosenblatt is licensed to sell insurance in: NY and NJ.
Area(s) of Focus
- Business Owners
- Insurance Strategies