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Platt Wealth Management Owner verified
3838 Camino Del Rio North Unit 365 San Diego, CA, 92108Last time updated: 8/12/25, 4:55 PM
About
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.
Frequently Asked Questions
Which days is Platt Wealth Management open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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