Platinum Wealth Advisors

Financial Services - Beverly Hills, CA, US

Platinum Wealth Advisors Employees
Sheila Copenhaver

Executive Administrative Assistant

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Scott Sandefur

Retirement Planning and Education

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Gregg Stein

Financial Planner & Wealth Advisor

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Matthew Dewitt

Associate Financial Planner & Wealth Manager

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Donald Murphy

Chief Executive Officer

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Platinum Wealth Advisors Senior Management
Donald Murphy

Chief Executive Officer

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Platinum Wealth Advisors Details

Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc. a SEC Registered Investment Advisor providing Advanced Financial Consulting for Corporations, Executives and Individuals (pre/post retirement). Specializing in Retirement Planning and implementation of advanced wealth building and wealth management strategies that reduce and/or eliminate market risk. Strategies include Wealth Management, Retirement Planning, Tax Strategies, Tax-Free Retirement Income, Legacy Planning, Estate Planning, College Planning/Funding and Captives.Over 30 years of Financial Services experience with Banks, Brokerage Firms, Real Estate, Mortgage & Insurance Companies. - Platinum Wealth Advisors - Investment Advisor Representative CRD #6716061, CA Real Estate Brokers License #00980089, NMLS #1122885.

Platinum Wealth Advisors logo, Platinum Wealth Advisors contact details
Employees: 5 - 9
HQ: 310-285-5320
Location: Beverly Hills, CA, US
Revenue: 1 - 2.5 Million
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Platinum Wealth Advisors Technologies
Email Providers

Gmail

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Nginx

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Google Font API

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Blue Host

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Google Apps

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Vimeo

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