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Platt Wealth Management

(619) 255-9554
3838 Camino Del Rio North, Unit 365, San Diego, California, 92108

Business hours

Monday 9:00am to 4:30pm
Tuesday 9:00am to 4:30pm
Wednesday 9:00am to 4:30pm
Thursday 9:00am to 4:30pm
Friday 9:00am to 4:30pm
Saturday -
Sunday -

About us

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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