Barry Rosenblatt
Director of Private Wealth, CLU®
- Wealth Transfer & Equalization
- Advanced Estate Planning
- Business Succession Planning
- Financial Products Analysis & Design
- Retirement Planning
- Generational Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Barry Rosenblatt
Director of Private Wealth, CLU®
Biography
As a Director of Private Wealth, Barry helps Financial Advisors and Clients with business succession planning, wealth transfer & equalization, policy review analysis, retirement & generational planning and LTC/Chronic Illness needs. His knowledgeable support team and highly regarded insurance carriers can help with any case size or need.
He has been in the life insurance brokerage business since 1982 and with Capitas Financial Midwest since 1988. Barry is a highly regarded in the Financial Services Industry. He holds his series 2, 6 and 63 insurance licenses. He has served as a board member for the Milwaukee Chapter of the Society of Financial Service Professionals (SFSP), the Fond du Lac YMCA, and South Hills Country Club.
Barry graduated in 1982 from Oberlin College with a Bachelor’s degree in Economics. He is an avid golfer and loves spending time with his kids and grandkids.
Capitas Financial Midwest
Capitas Financial Midwest is a full-service marketing organization offering a comprehensive portfolio of carriers and planning expertise in life insurance, disability income, annuities, long-term care, and investment-related products. We partner with professional firms and practitioners dedicated to serving the evolving needs of their clients.
As a founding partner of Capitas Financial, Inc., Capitas Financial Midwest provides clients with the benefits of scale and influence that come from being part of a national organization. Our in-depth underwriting knowledge and advanced sales support equip our clients with a competitive edge in the marketplace.
We recognize the distinct demands of high-performing producers and are fully committed to supporting their success.
