Jeffrey Platt
Founder, Chief Investment Officer
Platt Wealth Management
Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country
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I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Jeffrey Platt is a San Diego, CA fee-only financial planner, founder and Chief Investment Officer of Platt Wealth Management. Platt Wealth Management provides expert investment management and comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, Platt Wealth Management promises to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. We will always work in the utmost good faith and unswerving loyalty to you. We will make recommendations only after understanding your investment objectives, financial situation, and concerns.
Get to Know Jeffrey Platt
Jeffrey Platt, JD, LLM, CFA, CFP® is the founding principal of Platt Wealth Management. He graduated from the University of California, Los Angeles, with a Bachelor of Arts degree in Political Science. Jeff earned a Juris Doctor degree from Western State University, College of Law in 1980, and was admitted to the California Bar that same year. He earned the CERTIFIED FINANCIAL PLANNER® designation in 1994. Jeff is a CFA charter-holder, having earned the right to use the Chartered Financial Analyst designation. He completed his Master of Laws in Taxation (LLM) in 2020.
Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and received its Volunteer of the Year award in 2016. He is a member of the Investment Committees of the United Way of San Diego and the Jewish Community Foundation of San Diego. Besides being a member of the National Association of Personal Advisors (NAPFA), Jeff is also a member of the Financial Planning Association (FPA), the CFA Institute, and the Rady Children's Hospital Foundation Estates and Trusts Executive Committee and Council. Previously, he served on the board of the San Diego Chapter of the Institute of Financial Planners and was an adjunct professor for the College for Financial Planning. Jeff has been named one of the Best Five Star Wealth Managers by San Diego Magazine for multiple years. In 2016, he earned his black belt in Karate from Pacific Martial Arts.
I enjoy helping clients define what is really important to them. Even more exciting to me is helping my clients uncover a dream that they did not think possible, and then assisting them in achieving that dream.
I Can Help You With:
- Retirement Income Planning
- Investment Management
- Tax Planning
- Portfolio Management
- Financial Planning
- Asset Allocation
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Pre Retirees
- Aspiring Professionals
- Ready to Delegate
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Jeffrey Platt's Designations and Affiliations
Jeffrey Platt is a CFA® charterholder
Media Mentions and Industry Involvement
Office Locations
3838 Camino del Rio North, Suite 365 - San Diego, CA 92108
