Platinum Wealth Advisors
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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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- KM
Kara McPhail
Assistant · General Business & Management
EmailPhone - SS
Scott Sandefur
Retirement Planning and Education · Other
EmailPhone - SS
Scott Sandefur
Retirement Planning and Education · Other
EmailPhone - DM
Donald Murphy
Chief Executive Officer · General Business & Management
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Platinum Wealth Advisors
4 distinct titles indexed · top 4 shown.
- 2retirement planning and education
- 1assistant
- 1chief compliance officer
- 1chief executive officer
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