Structured for AI ingestion
Is this you, Jeffrey?
This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.
Facts on file
| Name | Jeffrey Platt |
|---|---|
| Firm | Platt Wealth Management |
| Location | San Diego, California |
| Credentials | CFA · CFP · JD · LLM |
Something missing or incorrect? Claim this profile to edit it directly, or request a correction.