Phone: 253-853-3383  •  Fax: 253-853-3640  •  Toll-Free: 877-302-2300  •  P.O. Box 409, 3202 Harbor View Drive, Suite A, Gig Harbor, WA 98335

 Stewart & Rosenbloom Wealth Management

Home > About Us > Zack Rosenbloom

Zack Rosenbloom 
CFP®, CPA

Financial Advisor

Phone: 253-853-3383
Toll-Free: 877-302-2300
zack.rosenbloom@raymondjames.com

Zack grew up in Seattle, Washington and attended the University of Washington where he received a BA in Business Administration and a Masters in Tax Accounting (‘92/’94).

After college Zack worked for Arthur Andersen, LLP as a tax consultant. Although he appreciated the experience of working for an international accounting firm, Zack decided that he wanted to practice financial planning. In late 1996, Zack took a position with a boutique financial planning firm in Gig Harbor, Washington, and began his affiliation with Raymond James soon after, in the summer of 1997. In 2006, Zack and his business partner, Terri Stewart (Branch Manager), purchased an historic building in downtown Gig Harbor and moved their practice to this location.

In his free time Zack is on the board of the Emergency Food Network, and has a strong passion for all sports. To relax, Zack enjoys spending time with his kids and reading a good book.

Zack’s family includes his wife Tamara, son Jackson, and daughter Ava.

Licenses and Designations

SERIES 7
SERIES 63
SERIES 65
LIFE INSURANCE
CERTIFIED FINANCIAL PLANNER™, CFP®
CERTIFIED PUBLIC ACCOUNTANT

Learn more about Gig Harbor Academy.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of this firm on FINRA's Broker Check

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC.
Stewart & Rosenbloom Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Copyright © 2019 Stewart & Rosenbloom Wealth Management. All rights reserved.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Privacy Policy    Site Map    Legal Disclosures    Terms of Use