Skip navigation

Carolyn Rosenblatt

Carolyn Rosenblatt has over 45 years of experience in her combined professions of nursing and legal practice. She spent 10 years as an R.N. and 27 years as a litigator. She obtained both her nursing and law degrees from the University of San Francisco. She has expertise in aging issues and serves as a consultant and conflict resolution specialist. She has worked extensively with geriatrics and legal issues of aging. Together with her husband, psychologist Dr. Mikol Davis, she founded, a resource for families, located in San Rafael, CA. Together, they provide expert advice, family mediation, and information products for those struggling with problems related to aging loved ones. They also founded, an education and training resource for the financial services industry about aging clients, diminished capacity and financial decisions. They are particularly interested in preventing elder abuse. Their consulting practice includes one-on-one advice, roundtable problem-solving discussions, public speaking, CFP accredited online CE courses, books, webinars and live presentations.

Ms. Rosenblatt blogs weekly at Aging Parents, on She is published in national legal, nursing and financial industry journals. She also is a strong advocate for healthy aging and leads by example. Ms. Rosenblatt is a frequent speaker for organizations and professional groups.

She is the author of The Family Guide to Aging Parents: Answers to Your Legal, Financial and Healthcare Questions (2015), a help for those who are taking on the caregiver role in their lives. She also authored Working With Aging Clients, A Guide for Legal, Business and Financial Professionals, published by the American Bar Association, (2015). She and Dr. Davis co-authored Succeed With Senior Clients, A Financial Advisor's Guide to Best Practices (2016) and Hidden Truths About Retirement and Long Term Care: The Financial Advisors' Guide (2017).

She has been quoted in the New York Times, Wall Street Journal, Money, Financial Planning, Investment News and PBS Next Avenue blog.



Carolyn’s Recent activity