Platt Wealth Management - San Diego (CA)

5 /5 Deborah Morrison: Jeff, Curtis and team are awesome. Always ready to answer any questions or concerns I have timely and with care and concern. Most importantly working with PWM for 15 years has provided me with peace of mind so I can truly enjoy my life and retirement.

5 /5 M H: I have been working with Platt Wealth Management for many years, and I couldnt be more pleased with the financial guidance and expertise they provide. From the very beginning, Jeff Platt and his team took the time to understand my financial goals, risk tolerance, and long-term goals. Their personalized approach and clear communication have made managing my investments and financial planning a seamless experience. What I appreciate most is their ability to explain complex financial concepts in a way that is easy to understand. Whether it’s investment strategies, retirement planning, or tax-efficient savings, they always provide thoughtful, well-researched advice tailored to my needs. Their professionalism, integrity, and responsiveness give me great confidence in my financial future. If you’re looking for a knowledgeable, trustworthy, and proactive financial advisor, I highly recommend Platt Wealth Management and their team. They have truly made a positive impact on my financial well-being!

5 /5 Michelle Coleman: I had an incredibly positive experience working with the Platt Wealth Management Team. I met with Curtis, a Lead Platt Wealth Financial Advisor and from the start, he was courteous, respectful, and most importantly, completely non-judgmental about my current financial status. I appreciated that he met me exactly where I was, with no pressure or unrealistic expectations, just a clear focus on helping me move forward. His deep knowledge of tax rules, saving strategies, and debt reduction techniques was both impressive and incredibly helpful. He broke everything down in a way that was easy to understand, and I left every session with a clearer picture of my financial options and next steps. What stood out most was how genuinely encouraging he was. He gave me hope and confidence that I can build a strong, achievable retirement plan and expand my income streams over time. I never felt overwhelmed—just supported and empowered. Besides working the positive experience I have had with Curtis, I was also supported and encouraged by Devan, Platts client service associate. Devan always insured I was able to book my next meetings with Curtis, followed up with how our meetings went and if I needed help with any of my tasks for the following meetings. Devan was instrumental in making the process easy and always moving forward. If youre looking for a financial planner that is professional, approachable, knowledgeable, and compassionate l I highly recommend Platt Wealth Management, their entire team from their lead advisor to client care specialist are amazing and It’s one of the best financial decisions I’ve made to date.

5 /5 Bethany: I had such a great experience meeting with Jeff and Curtis. My finances and everything are something that I need to get organized (like desperately). I wasn’t sure who I needed what I needed or where to go, but I decided to schedule a first appointment here. Jeff and Curtis were so incredibly kind, and to take it a notch above being so incredibly kind… what I need at this moment isn’t what they provide (I learned this in the meeting I scheduled) my finances aren’t at a place where their services are necessary for me yet. HOWEVER they still took time to talk to me, offer me, suggestions and advice on where I should go next to get things in order AND what I should look into. They didn’t have to do this, I’m certain that most places would have just kindly told me that I should look elsewhere or that I didn’t need them yet and that would be it. — yet they still took it upon themselves to spend their time explaining things to me that honestly nobody had really explained before. Once I am at a point where I need their services I really look forward to coming back here. I highly recommend them! I will be telling everybody I know, looking for their services to go directly to them. I cant say enough positive things. Numbers, money, these are things that people like me have anxiety about, I was honestly so grateful for their help :)

5 /5 Timothy Dietrich: Platt Wealth Management has 100% of my confidence in all aspects of money management. They are professional, personable, and responsive to my needs in a timely manner. Recently, they completed a complex and time sensitive task for me that would have fallen apart had they not made my requests a top priority. I am very happy to be working with them.