Brian Platt, CFP®

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:

• Wealth Management, Accumulation & Distribution
• Retirement and Investment Strategies
• Financial and Estate Planning
• Life and Disability Insurance
• College Planning
• Business Succession Planning
• Employee Benefits

Brian is a wealth advisor at Independence Square and a Registered Representative with LPL Financial. Brian has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and is recognized with numerous industry awards. Current and past professional and civic affiliations include:

• Million Dollar Round Table, Court of the Table qualifier
• Society of Financial Services Professionals
• National Association of Insurance and Financial Advisors
• Life Underwriting Training Council
• Concord Country Club

A testament to his versatility, Brian also enjoys gourmet cooking for his wife, grown family and friends, golfing, skiing and scuba diving.