Kara McPhail

Assistant at Platinum Wealth Advisors - Beverly Hills, CA, US

Kara McPhail's Colleagues at Platinum Wealth Advisors
Sheila Copenhaver

Executive Administrative Assistant

Contact Sheila Copenhaver

Scott Sandefur

Retirement Planning and Education

Contact Scott Sandefur

Gregg Stein

Financial Planner & Wealth Advisor

Contact Gregg Stein

Matthew Dewitt

Associate Financial Planner & Wealth Manager

Contact Matthew Dewitt

Donald Murphy

Chief Executive Officer

Contact Donald Murphy

Kara McPhail's Contact Details
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Mobile Number
(XXX) XXX-XXXX
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HQ
310-285-5320
Location
Austin, Texas, United States
Company
Platinum Wealth Advisors
Kara McPhail's Company Details
Platinum Wealth Advisors logo, Platinum Wealth Advisors contact details

Platinum Wealth Advisors

Beverly Hills, CA, US • 5 - 9 Employees
Financial Services

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.

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Frequently Asked Questions about Kara McPhail
Kara McPhail currently works for Platinum Wealth Advisors.
Kara McPhail's role at Platinum Wealth Advisors is Assistant.
Kara McPhail's email address is ***@platinumwealthadvisors.com. To view Kara McPhail's full email address, please signup to ConnectPlex.
Kara McPhail works in the Financial Services industry.
Kara McPhail's colleagues at Platinum Wealth Advisors are Sheila Copenhaver, Scott Sandefur, Gregg Stein, Matthew Dewitt, Donald Murphy and others.
Kara McPhail's phone number is 310-285-5320
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