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Platt Wealth ManagementFinancial advisor in San Diego, CA

Platt Wealth Management is a financial advisor at 3838 Camino Del Rio N Unit 365, San Diego, CA 92108, ranked #22 of 266 financial advisors in San Diego and rated 5.0 from 31 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 255-9554Website ↗

Key facts

Key facts about Platt Wealth Management
Address3838 Camino Del Rio N Unit 365, San Diego, CA 92108Get directions
Phone(619) 255-9554
Websiteplattwealthmanagement.com
HoursMonday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 31 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 11 towns within 25 miles: La Mesa, Lemon Grove, National City, Spring Valley, Coronado, La Presa, Casa de Oro-Mount Helix, El Cajon, Santee, Mira Mesa and Bonita.

Based in San Diego, CAView on map

Opening hours

Opening hours for Platt Wealth Management
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Platt Wealth Management

How is Platt Wealth Management ranked in San Diego?

Platt Wealth Management is ranked #22 of 266 financial advisors in San Diego by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Platt Wealth Management’s hours?

Platt Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4:30 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Platt Wealth Management serve?

Serves San Diego and 11 towns within 25 miles: La Mesa, Lemon Grove, National City, Spring Valley, Coronado, La Presa, Casa de Oro-Mount Helix, El Cajon, Santee, Mira Mesa and Bonita. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Platt Wealth Management?

Platt Wealth Management has a rating of 5.0 from 31 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Platt Wealth Management?

Call Platt Wealth Management on (619) 255-9554. The business is at 3838 Camino Del Rio N Unit 365, San Diego, CA 92108. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Platt Wealth Management compared with nearby businesses
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Platt Wealth Management (this business)—705.0 (31)NoNo
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