Business Hours
M-F 9am-4:30pm, Sa-Su Closed
Platt Wealth Management Verified by Yext
Listed In: Financial Planning Consultants, Investment Services Firms
Platt Wealth Management is a fee-only financial advisor helping clients acheive their financial goals with customized financial advice, financial planning and investment management. If you would like to learn more about our services or get in touch for a consultation to review your current… Platt Wealth Management is a fee-only financial advisor helping clients acheive their financial goals with customized financial advice, financial planning and investment management. If you would like to learn more about our services or get in touch for a consultation to review your current portfolio please give us a call. 619.255.9554. We offer stand alone scenario based financial plans for a flat fee, retainer based and assets based investment management or a combination of both for full wealth management services. Read more
Platt Wealth Management
3838 Camino Del Rio North, Unit 365, San Diego, CA
3838 Camino Del Rio North, Unit 365, San Diego, CA