
Platt Wealth Management
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.
Get Started with a Financial Planner Today!
Featured businesses
7609 Mona Lane, San Diego, California, 92130
(800) 499-6880
10636 Scripps Summit Court Suite 140, San Diego, California, 92131
(858) 658-0600
12651 High Bluff Dr, Ste 250, San Diego, California, 92130
(310) 372-9082
3655 Nobel Drive, Suite 200, San Diego, California, 92122
(858) 622-9009
8910 University Center Ln. #400, , San Diego, California, 92122
(619) 815-8262