Lead Financial Advisor
Curtis joined Platt Wealth Management in 2021 with the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and over 20 years of experience in financial services. As the lead financial advisor, he works with clients to map out their financial plans so they can feel more confident that their day-to-day financial decisions align with their long-term goals.
Curtis completed his Bachelor’s degree in Management at Clemson University and obtained his Master’s in Business Administration from San Diego State University. Since then, he has been an advisor at several prominent firms, gaining invaluable experience and knowledge.
Curtis came to San Diego from Maryland but now considers himself a native. He lives in North Park with his sweet senior dog, Lila, and leads an adventurous life filled with traveling, motorcycles, and mountain biking.
Motorcycles and mountain biking! I’ve been on two wheels since I was 12 or 13, and I used to race cross-country and downhill. I even opened a retail bike shop in Pine Valley in my mid-20s that unfortunately succumbed to wildfires in the early 2000s.
I have empathy for all of my clients. I genuinely care and feel for my clients, whatever they’re going through, and I want to help ease any financial burdens or concerns they may have.
I was surprised that no matter how much money a person has, almost everyone is still worried about their finances. It is rewarding to help clients feel more confident with their financial situation and achieve their goals.
That’s a tough one. If I had to choose, it would be Pine Valley at the base of Mt. Laguna. Some of my favorite memories are mountain biking down Noble Canyon trail and taking spirited motorcycle rides along Sunrise Highway.
I have volunteered with Experience Camps for seven years as a counselor and, more recently, associate director of the California-based camp. ExCamps is a free summer camp for kids who have experienced the death of a parent, sibling, or primary caregiver. Since I lost my mom at a young age, I know what these kids are going through and want to help them work through and understand all of the emotions they’re experiencing.
Our Philosophy
We believe wealth management is more than just your finances. It’s about your vision for the future. At Platt Wealth Management, we turn your dreams into actionable plans with customized strategies that reflect your unique goals, values, and lifestyle.
We have a team of highly experienced, professional, and ethical people to assist you with your financial planning and investment management needs. We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.
