Jeffrey Platt

CFP®, CFA, JD

Wealth Quest Partners, Inc.

Financial Advisor

Jeffrey Platt

CFP®, CFA, JD

Wealth Quest Partners, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Platt, CFP®, CFA, JD

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Jeffrey Platt is a San Diego, CA fee-only financial planner. Wealth Quest Partners, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Platt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Jeffrey Platt is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey Platt is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jeffrey Platt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst
    Jeffrey Platt is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

Contact Jeffrey Platt

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Office Locations:

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

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