Platinum Wealth Management

Closed
Call
Website

Photos

41856 Ivy St Ste 112
Murrieta, CA 92562
+1 (951) 698-7509
http://joinplatinumwealth.com

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities.

Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant, Business consulting, nec, nec

Nautica Wealth Advisors

Nautica Wealth Advisors believes in building a strong relationship with our clients that serves as a foundation for a lifelong partnership in financial planning. We are committed to honest and open communication that places you at the center of your financial plans, understanding that each person’s life situation is unique. Whether you are looking for a financial advisor to provide a single service or you are seeking comprehensive financial planning, Nautica Wealth Advisors is here to help.
Canter Wealth

Canter Wealth

1
"I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the meeting and answered all my questions and explained how retirement savings work. He also provided..."
photo of Joanne H.
Business services, nec, nec, Services, nec, nec

Marric Wealth Management

Contact us at (877) 476-6216 in Newport Beach, FL, for wealth management assistance.
United States›California›Murrieta›Platinum Wealth Management

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.