About Company

Platt Wealth Management is a San Diego-based, fee-only fiduciary financial advisory firm that provides comprehensive wealth management, combining personalized financial planning with disciplined investment management. We help clients clarify priorities and goals, design risk-aware portfolios aligned with an evidence-based investment philosophy and thoughtful asset allocation, and deliver ongoing guidance across retirement, tax, estate, family legacy, Social Security, Medicare, and education funding. The company emphasizes transparent advice in clients’ best interests, offers complimentary consultations in person or virtually, and supports long-term peace of mind through an experienced team dedicated to helping families rediscover their dreams and implement strategies to achieve them.

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