Jeffrey Platt is a CFP® and CFA® with 18 years of experience in financial advising. He has been with Platt Wealth Management since 2018 and previously worked at Wealth Quest Partners from 2015 to 2018. Platt Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm employs a Modern Portfolio Theory-based approach focused on strategic asset allocation and diversified mutual fund exposure, alongside services such as retirement planning, estate analysis, and consulting on Social Security and insurance.

Kai Kramer is a Series 65-licensed financial advisor at Platt Wealth Management with four years of industry experience. He has worked at Platt Wealth Management since 2021 and previously held positions at Ameriprise Financial Services, UCLA, and Yasukochi Family Farms. Platt Wealth Management serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients, providing discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision aligned with client goals and risk tolerance.

James West is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Platt Wealth Management since 2021 and was previously with Reilly Financial Advisors for seven years. Based in San Diego, CA, West focuses on comprehensive financial planning and investment management. Platt Wealth Management serves individual, high-net-worth, corporate, and retirement plan clients, offering discretionary investment management and written financial planning using an approach grounded in Modern Portfolio Theory. The firm emphasizes strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision tied to client goals and risk tolerance.