Platt Wealth Management

Name: Platt Wealth Management
Address: 3838 Camino Del Rio North, San Diego, CA, 92108, US
Telephone: (619) 255-9554
Price range: $$$
Rating: 5

Your trusted partner for personalized financial planning and investment management in San Diego.

5(5 reviews)

financial-advising

$$$

Directions Call Website

About

Platt Wealth Management is a premier financial advisory firm based in San Diego, dedicated to providing ethical, data-driven wealth management solutions. The team, led by Jeff Platt and Curtis, offers personalized attention to help clients achieve their financial goals, from retirement planning to portfolio management. Known for their professionalism, integrity, and client-focused approach, they build long-term relationships by offering clear strategies and responsive service, ensuring peace of mind for individuals and families.

Photos

1 / 1

Location

3838 Camino Del Rio N Unit 365, San Diego, CA 92108, USA

Get directions

Information

3838 Camino Del Rio North

San Diego, CA, 92108

(619) 255-9554 plattwealthmanagement.com/

Is this your business?

Claim Platt Wealth Management to manage your storefront, respond to reviews, and receive customer leads.

Services

Investment Portfolio Management

Personalized, data-driven investment strategies tailored to your risk tolerance and financial goals.

Retirement Planning

Comprehensive guidance to ensure you're on track for a secure and enjoyable retirement.

Financial Strategy Consulting

Detailed reviews and explanations of financial plans to help you make informed decisions.

Wealth Management Services

Holistic management of your finances with ethical oversight and professional integrity.

Client Education and Support

Personalized attention and timely answers to all your financial questions and concerns.

5.00 · 5 reviews

Overall rating

Judy Stern

via Google

· 1 year ago

I have had an excellent experience working for several years now with Platt Wealth Management. Jeff Platt is knowledgeable, personable, and ethical. He consistently takes the time to review my portfolio and explain financial strategies with clarity and thoroughness. I feel confident knowing that my investments and planning are being handled with care, professionalism and integrity. Thanks to the expertise of the Platt Wealth Management team, I feel less stressed and more secure about my financial future. I highly recommend Platt Wealth Management to anyone seeking a trustworthy and skilled financial manager.

Bethany

via Google

· 1 year ago

I had such a great experience meeting with Jeff and Curtis. My finances and everything are something that I need to get organized (like desperately). I wasn’t sure who I needed what I needed or where to go, but I decided to schedule a first appointment here. Jeff and Curtis were so incredibly kind, and to take it a notch above being so incredibly kind… what I need at this moment isn’t what they provide (I learned this in the meeting I scheduled) my finances aren’t at a place where their services are necessary for me yet. HOWEVER they still took time to talk to me, offer me, suggestions and advice on where I should go next to get things in order AND what I should look into. They didn’t have to do this, I’m certain that most places would have just kindly told me that I should look elsewhere or that I didn’t need them yet and that would be it. — yet they still took it upon themselves to spend their time explaining things to me that honestly nobody had really explained before. Once I am at a point where I need their services I really look forward to coming back here. I highly recommend them! I will be telling everybody I know, looking for their services to go directly to them. I cant say enough positive things. Numbers, money, these are things that people like me have anxiety about, I was honestly so grateful for their help :)

Timothy Dietrich

via Google

· 1 year ago

Platt Wealth Management has 100% of my confidence in all aspects of money management. They are professional, personable, and responsive to my needs in a timely manner. Recently, they completed a complex and time sensitive task for me that would have fallen apart had they not made my requests a top priority. I am very happy to be working with them.

Craig Waters

via Google

· 1 year ago

As we are getting closer to retirement, my wife and I decided that we wanted to hire a financial advisor to make sure that we were on track with our goals. Of utmost importance to us was to find someone trustworthy to manage our growing portfolio and whom we can build a long term relationship with to guide us through important financial decisions. Once we me Curtis, Jeff and the team at PWM, we knew that they were the right fit for us. With PWM, there's no flashy sales pitches or grand promises to make you money based on unproven investments. Instead, they are focused on getting to know their clients unique situations and building a portfolio with quality, data driven investment choices tailored to each person's risk tolerance. With Curtis, we have found an advisor who is organized, detail oriented and will take the time to answer all of our questions. Plus, there is a special level of personalized attention that feels unique to PWM compared to other companies we looked at. Overall we are very happy with our decision and trust that the team at PWM will continue to guide us in the right direction for many years to come.

Deborah Morrison

via Google

· 1 year ago

Jeff, Curtis and team are awesome. Always ready to answer any questions or concerns I have timely and with care and concern. Most importantly working with PWM for 15 years has provided me with peace of mind so I can truly enjoy my life and retirement.

More businesses like this

View details →

accountant

San Diego, CA

IB CPA

IB CPA is a trusted accounting firm in San Diego, CA, offering comprehensive financial services with a focus on client satisfaction and efficiency. Specializing in tax preparation, bookkeeping, and payroll, the team provides personalized, professional support for both personal and business needs. Known for their responsive, friendly approach and ability to handle services virtually, they ensure clients feel confident and well-informed throughout the process.

View details →

financial advising

San Diego, CA

One Degree Advisors

One Degree Advisors is a premier financial planning firm in San Diego, offering comprehensive wealth management and investment advisory services. The team provides personalized strategies that align with clients' goals, emphasizing tax optimization, retirement planning, and legacy building. Known for their deep expertise and genuine client care, they deliver detailed, collaborative financial guidance to ensure long-term security and prosperity.

View details →

accountant

San Diego, CA

Sirius Accounting Solutions

Sirius Accounting Solutions, based in San Diego, offers exceptional accounting and financial consulting services to businesses of all sizes. With a 5-star rating, the firm is recognized for its professionalism, reliability, and commitment to client success. Led by expert Sarah Nance, the team at Sirius Accounting Solutions provides personalized support, ensuring clients are equipped with the tools they need to manage their finances effectively. Whether it's bookkeeping, tax filing, or financial reporting, Sirius Accounting Solutions delivers clarity and peace of mind to every client.

View details →

accountant

San Diego, CA

JW Financial

JW Financial is a trusted accounting and financial consulting firm located in San Diego, CA, offering personalized services to individuals and businesses. Led by Jacqueline, the firm is renowned for its professionalism, deep expertise, and patient, caring approach to handling taxes and financial matters. Clients appreciate the clear communication, responsive support, and tailored strategies that ensure their financial health and peace of mind. With a perfect 5-star rating, JW Financial is dedicated to guiding clients toward optimal outcomes with integrity and precision.

View details →

accountant

San Diego, CA

Premier Taxes

Premier Taxes provides professional accounting and tax services in San Diego, specializing in personal and business tax returns, bookkeeping, and strategic tax planning. The team, led by experts like Alberto Sosa, offers thorough, one-on-one consultations, secure document handling via Tax Dome, and stays current with regulations to maximize deductions and ensure compliance. Known for exceptional customer service and reliability, they deliver stress-free, efficient solutions tailored to each client's needs.

5.0(21)

View details →

accountant

San Diego, CA

L&A Consulting, LLC

L&A Consulting, LLC provides professional business valuation and strategic consulting services in San Diego. Specializing in financial analysis, growth planning, and expert witness testimony, the firm assists small businesses, entrepreneurs, and legal professionals with tailored solutions. Led by Eduardo, the team offers bilingual support, flexible payment options, and thorough, responsive service to help clients navigate challenges and achieve their goals.

Directions Call