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Jeff Platt, JD, CFA, CFP®

Harrison - de Charon

6310 Greenwich Dr
Ste 145
San Diego, CA 92122-5901
Phone: (858) 558-8707
Fax: (858) 228-1760

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.