Platt Wealth Management is a San Diego-based, fee-only fiduciary firm specializing in personalized financial planning and investment management. Led by founder Jeff Platt, JD, LLM, CFA, CFP®, the firm offers customized strategies tailored to each client’s unique goals, risk tolerance, and tax considerations.

Their comprehensive services encompass retirement, tax, estate, and legacy planning, as well as Social Security and Medicare guidance. Emphasizing a collaborative approach, Platt Wealth Management works closely with clients to develop and monitor investment portfolios aligned with their long-term objectives, ensuring peace of mind even during market volatility.

Clients can access their portfolios through a secure client login portal, facilitating real-time updates and communication with advisors.​