Platform Advisors

COMING SOON

Wealth Advisory

Where the science of Evidence-Based Investing™ meets the art of human-centered wealth management.

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
LinkedIn
(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
LinkedIn
(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,

Contact

Align your values and financial actions today.

Tell us about your needs and we’ll share what Platform Advisors can do for you.

Please enable JavaScript in your browser to complete this form.
I'm interested in: