Financial Advisors
San Diego, CA
Platt Wealth Management is a fee-only, fiduciary wealth management firm serving individuals and families in San Diego and beyond. Led by CFP® professionals with JD and CFA designations, they offer comprehensive financial planning, investment management, retirement planning, tax strategy, and estate planning coordination. Their personalized approach focuses on understanding each client's unique goals, values, and lifestyle to build customized strategies that align with their vision for the future.
Ideal for: Individuals and families nearing or in retirement, business owners seeking wealth preservation, high-net-worth families planning legacy, clients prioritizing long-term partnerships over quick investment tips
Service area: San Diego, California and surrounding areas, serving clients nationwide
Fiduciary & Fee-Only Structure: As a NAPFA-registered, fee-only firm, Platt Wealth Management operates under fiduciary responsibility with no commissions or proprietary product sales, ensuring alignment with client interests.
Comprehensive Expert Team: The team combines CFP® professionals, JD/LLM attorneys, and Chartered Financial Analysts (CFA) to address all angles of wealth management, from investment strategy to estate planning and tax optimization.
Holistic Financial Approach: Beyond investment management, they provide retirement income planning, proactive tax strategies, estate planning coordination, and risk management within a single integrated strategy.
Address: 3838 Camino Del Rio N Unit 365, San Diego, CA 92108
Phone: (619) 255-9554
Website: plattwealthmanagement.com
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