ADVISOR PROFILE

Alan Rosenfield

Chief Investment Officer

 

 

 

Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients.  At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.