DISCLOSURE: 

This site is only intended for clients and interested investors residing in states and countries in which Platt Wealth Management is qualified to conduct investment advisory services.  

Platt Wealth Management is a SEC registered investment adviser located in San Diego, CA. Platt Wealth Management may only transact business in those states or countries in which it is registered or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Platt Wealth Management’s website is limited to the dissemination of general information pertaining to its investment advisory services.  

Please contact Platt Wealth Management at (619)255-9554 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Platt Wealth Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Platt Wealth Management representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.