Platform Wealth Advisors is registered with the Securities and Exchange Commission as an investment advisor. Fees for brokerage and investment advisory services differ among broker-dealers and investment advisors and it is important you understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Please click here to download Form CRS for Platform Wealth Advisors.
Human-centered wealth management
Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management.
Reyes Florez
CEO, Location
(510) 333-4598
Reyes “grew-up” in his father’s boutique CPA firm where he developed a love for small business and client services. Between two different s
Natalee Harris
Managing Partner / Director Salt Lake City, UT
(510) 333-4598
Natalee is Platform’s resident tax and accounting expert overseeing training, development and compliance for the entire firm. She started her career at a big firm, o,