San Diego Financial Advisor - Platt Wealth Management
Hours:
3838 Camino Del Rio N Unit 365, San Diego CA 92108 Hours
Most Recent Reviews
June 2025
We highly recommend Platt Wealth Management for all your financial needs. Personable, Educated and Accessible staff and great results. Couldn't ask for anything more!
May 2025
Excellent service and appreciate Curtis' knowledge base about financial issues impacting us.
May 2025
In addition to excellent portfolio performance, for us the main value in our PWM relationship is their continuing emphasis on addressing our personal goals and concerns, both at and between meetings. We always feel we're being looked after like family!
More Comments(15)
About San Diego Financial Advisor - Platt Wealth Management
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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