Since 1990, Brian Platt has been successfully working with individuals, business owners and key executives to develop dynamic investment strategies. Brian’s unmitigated focus and energetic approach enables his clients to pursue their goals through well-informed decisions and innovative financial strategies. His expertise includes:
Brian is a Partner at The Philadelphia Group, a Registered Representative with LPL Financial and an Investment Advisor Representative for Private Advisor Group. Brian has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and is recognized with numerous industry awards. Current and past professional and civic affiliations include:
A testament to his versatility, Brian also enjoys gourmet cooking for his wife, grown family and friends, golfing, skiing and scuba diving.