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Jeffrey Platt

Senior Financial Advisor and Chief Investment Officer at Platt Wealth Management

  • LinkedIn

Jeffrey S. Platt, JD, LLM, CFA, CFP® is a Financial Advisor and founder of Platt Wealth Management. He graduated from the University of California, Los Angeles, with a Bachelor of Arts de...

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PLATT WEALTH MANAGEMENT

PLATT WEALTH MANAGEMENT

  • description Description
    Inspiring financial confidence with custom financial planning and personalized investment management.
  • Employees count Employees 1-10
  • Revenue Revenue 10 Million to 25 Million
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Platt Wealth Management Org Chart and Mapping

Employees

Kim Stimson

Client Services Associate

Jeffrey Platt

Senior Financial Advisor and Chief Investment Officer

Angela Melfi

Director of Operations

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