Platt Financial specializes in providing financial options for those in the “Wealth Conservation” and/or “Distribution” stages of their financial lives. Its financial advisors have over a combined total of 75 years of experience in the financial services industry. Platt Financial has three advisors, Skip Platt, CLU, Bob Platt, CMFC, LTCP and Daisy Rojas, M.Ed., and one employee, Lesley Bradley. Each advisor is committed to independently evaluating their client's financial situation while identifying key goals and objectives. Then each advisor assists clients in making informed decisions through sound financial information and tools. They share a common objective of helping each client pursue his or her financial goals.
As a financial firm associated with an independent broker dealer, Platt Financial has access to many companies to obtain products and services suited to help pursue the needs of every client. The choice is the client’s. In addition to investment products, Platt Financial also assists its clients with insurance programs, such as long-term care and life insurance . Platt Financial believes in the team approach and enlists the advice of other professionals when necessary to help ensure that its clients have the opportunity to pursue their goals. What separates Platt Financial from many others is its unwavering dedication to personalized service.
