At Platt Financial, we specialize in guiding clients through the most important financial phases in life—wealth creation, Legacy Planning and Retirement Income Distribution. With over 80 years of combined experience, our team of seasoned advisors is committed to helping our clients make informed, confident decisions about their financial futures.
Our advisors–Skip Platt, CLU; Bob Platt, CMFC, LTCP; and Kevin Sparacino, CFP®– are supported by our exceptional staff members, Administrative Assistants Lesley Bradley and Brandy Cason. Each advisor takes an individualized approach—carefully evaluating every client’s financial situation, identifying key goals, and crafting strategies tailored to their unique needs. Our shared mission is to empower clients to achieve and maintain their financial goals through professional advice and personalized guidance.
As an independent firm affiliated with a respected broker-dealer, Platt Financial offers access to a wide array of investment and insurance products from a wide variety of providers. This flexibility ensures that our clients have choices—to do what is in their best interest.
Our customized approach also includes specialized planning for long-term care, life insurance, and charitable giving. Whether a client wants to support a favorite cause or leave a lasting legacy, we help design giving strategies that are meaningful, tax-efficient, and aligned with their broader financial plan. We believe in a collaborative, team-based approach, and frequently work alongside other professionals—such as attorneys and accountants—to deliver comprehensive, coordinated strategies because your financial life should work seamlessly, not in silos.
What we believe truly sets Platt Financial apart is our dedication to service. We pride ourselves on being highly responsive, approachable, and deeply invested in the well-being of the people we serve. We take the time to listen, to understand, and to build lasting relationships based on trust, integrity, and transparency.
At Platt Financial, you’re never just an account number. You’re a partner—and we’re here to help you plan wisely, live fully, and leave a legacy that matters.
Your goals. Our guidance.
Let’s start a conversation about your financial future today.
