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Wooded AREA Financial Advisor

It’s your journey. Plan well with a local financial advisor that serves Wooded Area.

Residents of the Wooded Area know the value of both time and leisure. Living in a hilltop neighborhood nestled in Point Loma, residents of the Wooded Area bask in the heavy vegetation and rural feel of the neighborhood. The area is surrounded by the beauty of Sunset Cliffs and filters in a variety of different backgrounds as it is close to Point Loma Nazarene University. You can feel confident and relaxed knowing that a fee-only financial advisor is serving the Wooded Area. We’ll take care of your everyday investment management and financial planning so you can enjoy and focus on the benefits of living in the Wooded Area. It’s time to start delegating your financial management.

Your journey towards financial freedom in the Wooded Area.

If you are starting to build your wealth and need help moving forward and in the right direction, you need some financial advice and guidance for your investments, or you’re nearing retirement and need some detailed direction on where to go financially then it’s time to work out a roadmap to financial freedom with a financial advisor. 

A financial advisor can help you on your journey to reach financial freedom and obtain financial security. You should know the crucial impact that managing, spending, and investing money has on your life and how you should go about making the necessary decisions to set your future in motion. A financial advisor can set you on the right path so you’ll be satisfied with all of your financial decisions and be secure with the financial milestones you hit.


How we can help your financial decisions as a resident of the Wooded Area.

We want to ensure that you can determine what investment portfolio is right for you so you can meet your return and risk objectives while allocating your assets. We also want you to understand the ways you can plan for retirement, social security, and healthcare. You should understand where your money is coming from, going to, and why. A financial advisor that serves the Wooded area can make it so that all of your financial needs are met and easy to understand.

Del Mar Financial Advisor

 Financial management to keep your fruitful lifestyle in the Wooded Area on track.

Entering the market at times that can change unpredictably and for the worst, taking unnecessary risks, or missing any kind of planning opportunities can cost you time and money. You need to be able to understand how to avoid these wrong turns so your well-earned money stays with you.

As a fee-only financial advisor for the Wooded Area, we want to be able to provide you with all the necessary means to understand financial planning and investment management so you can avoid wrong turns that could disrupt the life you’ve built. A financial advisor can explain all the options you have, help you create a successful investment strategy, and aid in designing a retirement plan so you have the freedom and flexibility to be where you want to be when you retire.

Having a financial advisor that you can trust allows you to continue living knowing that you are in capable and trusting hands. When you delegate the monitoring of your investment and portfolio decisions to a financial advisor, your financial journey is enjoyable knowing that you are making the best financial decisions for you and your family.

Time to choose a financial advisor fit for you in the Wooded Area. 

You want a financial advisor that is going to make financial planning as easy and painless as possible. An advisor who understands your goals, but also understands the challenges that you may face. You want an experienced financial team that will help you overcome those challenges and provide you with new and exciting options that will make your financial life as easy as possible. After all, a smooth financial life leads to a smooth overall life.

You need a financial team that is going to put your needs first and help you make the best financial decisions during a fun and fulfilling financial journey. Platt Wealth Management is that team. As an independent, fee-only financial advisor that serves the Wooded Area, we are an experienced team who wants to help you and your family reach every dream you’ve set out for. We’re here to make finances easy for you. We’d love to hear your story to find out your goals and even your concerns so we can answer any questions you may have.


Financial Advisor in Del Mar

Serviced Locations

San Diego Financial Advisor

Helping you live your best life.
Learn About Us

Investment Management

Build a portfolio that is comfortable and right for you and your family.


Are you taking too much financial risk? Align your allocations to your current situation.

Investment Strategies

Enjoy your life knowing you have a consistent strategy.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities.

Tax Strategy

Understand how the tax code impacts the longevity of your wealth.

Charitable Giving

Use your financial power to make a meaningful impact in the world.

Risk Management

Safeguard your assets with the proper insurance at key times.

Legacy Planning

Ensure a smooth transition of your wealth to your children.

Retirement Planning

Are you saving enough for the retirement lifestyle you want?

Social Security

Choose the strategic timeline for you and your spouse to claim social security benefits.


Make sense of the options and important deadlines to optimize your benefits.

Education Funding

Plan early to send your children and grandchildren to college.

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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