Jeffrey  Platt

Jeffrey Platt

| CFP®, CFA®, JD

Wealth Quest Partners, Inc.

(858) 433-7002

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Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients

Website

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9915 Mira Mesa Blvd.
Suite 140
San Diego, CA 92131

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jeffrey Platt is a San Diego, CA Fee-Only Financial Planner serving San Diego and all surrounding areas. Wealth Quest Partners, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jeffrey Platt is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jeffrey Platt, JD, CFA, CFP® is a Financial Advisor and founding principal of Wealth Quest Partners, Inc. 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.

Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and is a member of the Investment Committees of the United Way of San Diego and the Jewish Community Foundation of San Diego. He is also a member of the Financial Planning Association (FPA), the National Association of Personal Advisors (NAPFA), and the CFA Institute. 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.

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Our mission is to make a meaningful difference in the lives of our clients by providing professional and compassionate financial guidance.

We partner with our clients on their wealth quest and help them answer the basic question: What does wealth mean to me?

To many of our clients, wealth means the freedom to live their life any way they choose. To others, wealth offers security and comfort. Whatever wealth means to you, we will help you discover and develop its purpose. We are committed to helping our clients accumulate, preserve, and distribute their wealth, and to put that wealth to work in achieving their goals.

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