Schedule your appointment 619.255.9554 info@plattwm.com

Small Team, Big Results

The great thing about working with a smaller firm. Everyone contributes. When you need a response, it’s all hands on deck. Because we are boutique size, we can prioritize your needs, focus on your goals and provide the solutions right for you.

Investment Manager

Jeff Platt, JD, LLM, CFA, CFP®

Founder, Chief Investment Officer

  • University of California, Los Angeles, BA in Political Science
  • Juris Doctor degree from Western State University, College of Law
  • Master of Laws in Taxation, the University of San Diego School of Law
  • CERTIFIED FINANCIAL PLANNER™ designation in 1994
  • CFA, Chartered Financial Analyst designation

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.

“I believe that personal and customized advice and portfolio management is in the best of interest of our clients. It may take more time and effort to offer these custom solutions rather than cookie-cutter plans or portfolios, but we serve our clients better in the long-run as a result.” -Jeff Platt

Financial Investment Manager

Angela Melfi

Director of Operations

  • Fifteen years in the technology industry working from the ground up as a designer, project manager and operations director
  • Launched over fifty enterprise level web and mobile applications
  • Bachelors of Science in Design from the University of California, Davis

Angela oversees business operations, including bookkeeping, billing, vendor management, regulatory and licensing requirements, human resources, and facilities management. She designs and implements Platt Wealth Management business vision, focusing on marketing analysis and long-term planning. A fourth generation San Diegan, she still body surfs, but only in the summer! She enjoys painting, creative writing, reading, swimming and hiking in her free time.

I go home happy when clients walk out of a financial plan or investments review meeting laughing and nodding their heads in relief and excitement. I know we’ve made a difference. I know that they feel more financially confident.” -Angela Melfi

Private Investment Manager

Thomas Bartling, BSBA Financial Planning

Financial Planner Associate

  • Associate degrees in Biology and Finance
  • Four years banking and financial service experience
  • CFP® Candidate; November 2020
  • Notary Public of the State of California, Commission #226904

Thomas applies his client-first mentality daily in all his actions. As a financial planning associate, he leads our financial planning research and best practices. He cultivates long-lasting relationships with our clients to determine their financial goals and aspirations.

Thomas guides clients through the financial planning process and assists advisors in preparing best-scenario financial plans. He works closely with each team member to ensure outstanding client service and find unique solutions for client needs. He also supports compliance and marketing initiatives.

 

Just like in medicine, preventative and healthy habits deter chronic conditions later in life. I approach your finances much as your primary care physician would. I gather data about your current financial situation and present suggestions for avoiding financial downside from unexpected events.” -Thomas Bartling

Marty Rascon, BS Finance

Financial Advisor associate

  • Corporate Finance Institute® Financial Modeling & Valuation Analyst Certification
  • Member, Finance and Investment Society, San Diego State University
  • CFA, Level 1 Candidate; December 2020
  • Series 65 Investment Advisor License

Marty leads our investment committee and works closely with our Chief Investment Officer to examine the economic environment. He selects investments for client accounts and prepares portfolio analysis. As a financial advisor associate, he meets with clients to review their financial goals.

Marty is also responsible for business 401K and pension education and implementation. He communicates with all team members to ensure that client service requests are expedited and completed. He wears many hats in our office, assisting in the team’s marketing efforts, daily operations, and new business development.

 

“Nothing makes me happier than knowing I made a tangible contribution to another’s well-being. As a financial advisor associate, I work with clients to support their financial journey. Above all else, I seek to understand each client’s particular needs” -Marty Rascon

Kai Kramer, BA Economics

Financial Services Intern

  • Bachelors of Arts, Economics from the University of California, Los Angeles
  • Member, Undergraduate Business Society, UCLA
  • Financial Planning Intern, Ameriprise Financial Services

Kai provides excellent client service with quick responses to client questions. He communicates with our custodian for account maintenance, processing client requests, and prepar­ing forms. Kai supports PWM financial advisors in client meetings, compiles investment data, and assists with the financial planning process.

We would love to learn more about you.

In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?

Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.

We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.

Knowledgeable and expert.

 

 

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