Platt Wealth Management

Jeffrey Platt is a CFP® and CFA® with 18 years of experience in financial advising. He has been with Platt Wealth Management since 2018 and previously worked at Wealth Quest Partners from 2015 to 2018. Platt Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm employs a Modern Portfolio Theory-based approach focused on strategic asset allocation and diversified mutual fund exposure, alongside services such as retirement planning, estate analysis, and consulting on Social Security and insurance.

Kai Kramer is a financial advisor at Platt Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Ameriprise Financial Services and various positions in education and agriculture. Platt Wealth Management serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients, providing discretionary investment management and financial planning with an emphasis on strategic asset allocation and diversified portfolios guided by Modern Portfolio Theory.

James West is a CFP® with 19 years of industry experience, currently serving as an advisor at Platt Wealth Management since 2021. Prior to this, he worked at Reilly Financial Advisors for seven years. He holds the Series 66 designation and is based in San Diego, CA. Platt Wealth Management provides discretionary investment management and written financial planning services to individuals—including high-net-worth clients—as well as corporate and retirement plan clients. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing strategic asset allocation and diversified mutual fund exposure with ongoing supervision and rebalancing aligned with client goals and risk tolerance.