Jeffrey Platt

JD, LLM, CFP®, CFA®

Platt Wealth Management

Founder, Chief Investment Officer

Jeffrey Platt

JD, LLM, CFP®, CFA®

Platt Wealth Management

Founder, Chief Investment Officer

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

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

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.

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.

+ Read Jeff's personal bio

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

The National Association of Personal Financial Advisors (NAPFA) is a 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.

Platt Wealth Management

 

We are a close, expert team of professionals who take the time to really get to know our clients. We try to ask the questions that help families think about goals and dreams they never thought possible, to give them choice and peace of mind.

Once we understand their needs and wishes we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management, to empower them to live their best lives.

We are always thinking about how we can best help our clients and improve as a company. If we can re-frame a client’s situation so they can achieve their goals and recognize what’s most important in their lives, then we have done a good day’s work.

 

+Click here to meet our team

+Review our ADV Client Brochure

+Find our your investment profile

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

Specialties

  • 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

Working Together

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

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 a 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

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Jeffrey Platt

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Office Locations:

  • 3838 Camino del Rio North
    Suite 365
    San Diego, CA 92108

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