Personalized Advice and Portfolio Management
As the founder and Chief Investment Officer of Platt Wealth Management, I bring 25 years of wealth management experience to the firm. I started as a solo practitioner and have worked at or been a partner at a variety of firms since then. I have seen what does and does not work well for clients. 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.
This goal of providing customized services and comprehensive advice eventually led me to open my own company in 2018. I searched for and found a team dedicated to putting the interest of the clients first and who showed passion for wanting to help and do the right thing for their clients. These committed individuals continue to impress me with all they do for our clients.
A Broken Road for Broad Experience
I remember reading many, many years ago in a national publication about the Certified Financial Planning education programs that were starting around the country.
I thought then, “This is a great idea- the integration of a variety of disciplines, investment management, risk management, and retirement planning.” The CFP seed was planted, although would not come to fruition until many years later.
I went onto law school and opened my practice. After working a dozen cases, a friend of mine, a commercial real estate broker, asked me to come interview at Grubb Ellis. I spent the next twelve years as a commercial real estate broker leasing and selling retail shopping centers.
This broad experience, from law to real estate, helps me analyze our client’s whole picture if they own real estate or real estate shares. Looking back, at the turns in my career, I think of the Rascal Flatts’ song “Bless the Broken Road.” I feel thankful that my broken road led me straight to Platt Wealth Management.
Studying for the LLM
Knowledge and experience are the most critical assets of our firm. That’s why I’m now back at school, studying at the University of San Diego School of Law to earn an LLM degree in tax. The LLM course work will help me be a better financial advisor. I’ll gain advanced expertise in individual tax, partnership tax, corporate tax, and international tax, along with business entity formation.
Returning to school at a later stage in life has its challenges, but I highly recommend it. Although the time demands of business and family obligations are much more significant as you age, you are better at time management. Also, studying is less stressful and more enjoyable when you pursue knowledge for its own sake.
Lucky for me, my oldest daughter was completing her first year of law school at the University of San Diego during part of my time on campus. It’s been a unique and fun experience to study for final examinations in the law library together. It wasn’t quite like the movie “Back to School” starring Rodney Dangerfield, but it certainly was a once in a lifetime experience.
Asking the Right Questions
Hand-in-hand with knowledge is experience. I’ve learned that no one knows everything. I often explain to our clients, we may not know the answer to all your questions. However, through our experience and relationships with other legal and accounting experts, we know who to contact to get you timely and accurate financial information.
We believe that understanding your unique situation and asking the right questions can put you on the path to achieving your financial and personal goals.
Giving back as a financial advisor.
Through my parents, I learned the importance of giving back to your community. That’s why I encourage all of our associates to engage in some form of volunteer work and why I support several local non-profit agencies.
Lawrence Family Jewish Community Center
I serve on the Board of Directors of the Lawrence Family Jewish Community Center, where I chair the Scholarship Committee and participate in its Investment Committee. I was proud and humbled to receive the center’s Volunteer of the Year award in 2016.
Jewish Community Foundation of San Diego
I serve on the Investment Committee for the Jewish Community Foundation of San Diego. In 2017, I also completed their Trusted Charitable Advisor Program with the intent to advance charitable planning and to help individuals and families achieve their philanthropic goals.
Rady Children’s Hospital Foundation Estates and Trusts Council
As a Council member, I work to enhance the fundraising efforts of the Foundation, and to educate community members of the importance of philanthropy in transforming pediatric healthcare. The hospital is known not only locally but nationally for innovation in pediatric care.
United Way of San Diego
I serve on the Investment Committee for the United Way of San Diego. I believe in and support their focus to help the children and families of San Diego grow stronger.
Dream. Plan. Do
My biggest thrill is helping clients uncover some hidden dream and then putting in place the plan to enable them to achieve that dream. Let us help you discover and live those dreams.
We have a team of highly experienced, professional, and ethical people to assist you with your financial planning and investment management needs. Please take the opportunity to come in and meet with us and see how we can help you.
We are committed to finding the right solutions for our clients and expanding our
understanding of best practices for wealth management.
Director of financial planning
Tracy Burgett is the Director of Financial Planning for Platt Wealth Management. She creates customized financial plans and works with clients on tax, charitable, and estate planning strategies.
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.