We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.
Founder and CEO
Jeffrey Platt, JD, CFA, CFP® is the founding principal and CEO of Platt Wealth Management. He graduated from the University of California, Los Angeles, with a Bachelor of Arts degree in Political Science.
Jeff earned a Juris Doctor degree from Western State University, College of Law in 1980, and was admitted to the California Bar that same year. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Jeff is a CFA charter-holder, having earned the right to use the 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.
Director of Financial Planning
Tracy Burgett is the Director of Financial Planning for Platt Wealth Management, where she creates customized financial plans and works with clients on tax, charitable, and estate planning strategies.
She specializes in retirement planning, executive compensation and stock option strategies, and Social Security and Medicare planning.
She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Private Wealth Advisor® (CPWA®) designation, and also earned an Executive Financial Planner Advanced Certificate from San Diego State University. She received a J.D. from Hastings College of the Law in San Francisco, where she graduated cum laude, and completed her undergraduate work in Journalism at the University of Missouri – Columbia.
Tracy is a Missouri native and remains a die-hard Cardinals baseball fan. She and her husband live in Carmel Valley, and they have two grown daughters on opposite coasts. Tracy serves on the Board of Directors for Just In Time for Foster Youth and also volunteers with Athena as co-chair of the Signature Series committee. She is a lifetime member of Girl Scouts, and enjoys skiing, adventure sports, and traveling, especially when the whole family can get together.
Director of Operations
Angela Melfi is the Director of Operations for Platt Wealth Management, where she oversees marketing, compliance, technology, human resources and business operations.
She spent over fifteen years in the technology industry working from the ground up as a designer, project manager and operations director actively participating in the growth of a highly expert and specialized cloud-based applications company. A hands-on UI architect and product developer, she launched successful web and mobile applications for entrepreneurs.
She holds her Bachelors of Science in Design from the University of California, Davis. She enjoys painting, creative writing, reading, swimming and hiking in her free time.
Client service administrator
Sharon Economous is the Client Service Administrator at Platt Wealth Management. She is passionate about client servicing and is the first person to answer any questions clients have when they call. She opens new accounts and updates information often working as a liaison between our clients and the custodian to organize, provide and confirm necessary requirements and paperwork.
Sharon also assists with technology oversight, due diligence and selection. She leads our compliance initiatives and drives the policy schedule and implementation.
Sharon earned her Bachelors of Science Degree in Business Administration/Finance and her MBA in Information Decision Systems from San Diego State University. She lives in Rancho Bernardo with her husband, daughter, and their three dogs. In her spare time, she enjoys reading, cooking, hiking, and attending her daughter’s softball games.