DAVID POTTER, CFA
Chief Executive Officer
David Potter is the Founder and Executive Managing Partner of Platinum Wealth Partners headquartered in Tampa Florida. Over his 20 years of financial industry experience David has held multiple SVP positions at globally recognized firms before launching his own wealth management firm. David holds the Chartered Financial Analyst (CFA) designation.
Chief Investment Officer
Alan Rosenfield has nearly 34 years’ experience in the securities industry. The firm utilizes Risk-Averse Investing strategies and works with individuals and small corporations that are tired of dealing with “too big to fail” advisors who often lack objectivity, customization, candor or consistency.
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.
© 2012-2018 Platinum Wealth Partners. All rights reserved. Platinum Wealth Partners offers both in house proprietary fee based models and also numerous third party managed accounts for those clients searching for sophisticated fee based platforms.