San Diego Financial Advisor - Platt Wealth Management
Hours:
3838 Camino Del Rio N Unit 365, San Diego CA 92108
Hours
Most Recent Comments
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December 2021
Our family had been with Jeff for 30 years now. Always great results even in the difficult times. His only goal is to make sure that your personal needs are met. By doing so, rest assured that you will continue to prosper in the years to come.
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October 2021
Our family had been with Jeff for 30 years now. Always great results even in the difficult times. His only goal is to make sure that your personal needs are met. By doing so, rest assured that you will continue to prosper in the years to come.
From San Diego Financial Advisor - Platt Wealth Management
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.
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San Diego, California
