Platt Wealth Management

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3838 Camino del Rio N Ste 365
San Diego, CA 92108
+1 (619) 255-9554
https://plattwealthmanagement.com
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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Reviews

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5.01 reviews
Michelle C.
5/20/2025

I had an incredibly positive experience working with the Platt Wealth Management Team. I met with Curtis, a Lead Platt Wealth Financial Advisor and from the start, he was courteous, respectful,...

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