Financial Advisors
· Charlottesville, VA
Published in partnership with Platt Financial
Book online anytime
Platt Financial is an independent financial advisory firm in Charlottesville serving individuals, families, and small businesses. Led by experienced advisors including CFP® Kevin Sparacino and wealth advisors Skip Platt and Bob Platt, they provide comprehensive financial planning covering investment management, retirement planning, estate planning, and life insurance strategies tailored to each client's unique goals.
Best for: Small business owners, families planning for retirement, individuals seeking comprehensive financial strategy, clients needing estate planning
Service area: Charlottesville, Virginia and surrounding areas
CFP® Certified Advisor on Staff: Kevin Sparacino holds CFP® certification, ensuring clients receive guidance from a credentialed professional meeting rigorous education and ethical standards.
Independent Approach: As an independent firm, Platt Financial prioritizes understanding individual client needs and developing objective strategies without institutional bias.
Comprehensive Planning Services: Services span investment management, retirement planning, estate planning, and life insurance — addressing multiple financial needs in one integrated plan.
“Skip has been extremely helpful with assisting us in choosing the best healthcare plan that fits our needs. He takes time to review the plans and options. The atmosphere is very relaxing and we highly recommend Skip for the many services that he offers.”
— Mike Walker, Google Review
“I wish every insurance company was as dedicated to their clients as much as they are. They have represented me, and my family for over 25 years - have fought for us (successfully) - and have always gone the extra mile. FIVE STARS !!!”
— Saul Barodofsky, Google Review
Book online: Book Online Now →
Phone: (434) 220-1487
Address: 154 Hansen Rd #202a, Charlottesville, VA 22911 (Get directions)
Website: plattfinancial.com/