Jeff  Platt,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff Platt, CFP®


Founder, Chief Investment Officer

Platt Wealth Management

3838 Camino del Rio N, Ste 365
San Diego, CA 92108-1764
(619) 255-9554 CONNECT WITH Jeff
  • facebook link
  • linkedin link
  • youtube link


Jeff Platt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Platt Wealth Management in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Platt Wealth Management is a close, expert team of professionals who take the time to really get to know our clients. We try to ask the questions that help families think about goals and dreams they never thought possible, to give them choice and peace of mind. Once we understand their needs and wishes we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management, to empower them to live their best lives. We are always thinking about how we can best help our clients and improve as a company. If we can re-frame a client’s situation so they can achieve their goals and recognize what’s most important in their lives, then we have done a good day’s work.


Financial Advisor Experience

Jeffrey Platt, JD, CFA, CFP® is the founding principal and Chief Investment Officer of Platt Wealth Management. He graduated from the University of California, Los Angeles, with a Bachelor of Arts degree in Political Science. Jeff earned a Juris Doctor degree from Western State University, College of Law in 1980, and was admitted to the California Bar that same year. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Jeff is a CFA charter-holder, having earned the right to use the Chartered Financial Analyst designation. In 2020, he achieved his Master of Laws in Taxation (LLM) from the University of San Diego School of Law Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and received its Volunteer of the Year award in 2016. He is a member of the Investment Committees of the United Way of San Diego and the Jewish Community Foundation of San Diego. Besides being a member of the National Association of Personal Advisors (NAPFA), Jeff is also a member of the Financial Planning Association (FPA), the CFA Institute, and the Rady Children’s Hospital Foundation Estates and Trusts Executive Committee and Council. Previously, he served on the board of the San Diego Chapter of the Institute of Financial Planners and was an adjunct professor for the College for Financial Planning. Jeff has completed the Trusted Charitable Advisor Program offered by the Jewish Community Foundation of San Diego. He has been named one of the Best Five Star Wealth Managers by San Diego Magazine for multiple years. In 2016, he earned his black belt in Karate from Pacific Martial Arts.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Chartered Financial Analyst (CFA)
  • Admitted to Bar
  • Other - Chartered Mutual Fund Counc.

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

We have no affiliation to a broker or parent company, we don’t sell investment products, insurance, or annuities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Personal Taxes


Helpful Financial Planning Resources