Jeffrey Platt Email & Phone Number
Senior Financial Advisor and Chief Investment Officer @ Platt Wealth Management
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Jeffrey Platt Location
- San Diego, CA, US
Jeffrey Platt Work
- Senior Financial Advisor and Chief Investment Officer @ (July 2018 - Present)
- Principal and Financial Advisor @ Wealth Quest Partners, Inc. (September 2014 - July 2018)
- Portfolio Manager @ Harrison - de Charon (April 2008 - September 2014)
- Director of Investment Research @ Cullington Hill Advisors (October 2004 - March 2008)
- Portfolio Manager @ Blankinship & Foster (February 2001 - September 2004)
Jeffrey Platt Education
- University of San Diego School of Law
Master of Laws - LLM (LLM)
2017-2020 - Western State College of Law
JD
1977-1980 - UCLA
BA (Political Science)
1973-1975 - Principia College 1971-1973
- Beverly Hills High School 1967-1971
Jeffrey Platt Skills
- Wealth Management
- Portfolio Management
- Investments
- Wealth
- Asset Allocation
- Mutual Funds
- Investment Management
- Asset Management
- High Net Worth Individuals
- Wealth Management Services
- Strategic Financial Planning
- Hedge Funds
- Retirement Planning
- Asset Managment
- Retirement
Jeffrey Platt Summary
- Jeffrey Platt, based in San Diego, CA, US, is currently a Senior Financial Advisor and Chief Investment Officer at Platt Wealth Management. Jeffrey Platt brings experience from previous roles at Wealth Quest Partners, Inc., Harrison - de Charon, Cullington Hill Advisors and Blankinship & Foster. Jeffrey Platt holds a 2017 - 2020 Master of Laws - LLM in LLM @ University of San Diego School of Law. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Wealth, Asset Allocation and more. Jeffrey Platt has 2 emails and 1 mobile phone numbers on RocketReach.
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