About Us

who we are

Who We Are
At Platinum Financial Group

Platinum Financial Group believes that financial planning is the foundation for providing independent and objective advice.

At Platinum Financial Group, we believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard. We have partnered with Magellan Financial, a registered investment advisor firm. Platinum Financial Group and Magellan Financial are not affiliated firms. Platinum Financial Group is focused on bringing our business and individual clients, tax, and investment strategies that have notable impacts. We are a boutique financial firm that has no ties to any proprietary life insurance or annuity company product offerings. Being independent allows us to provide complete objectivity and transparency for our individual and business clients. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life

OUR MISSION

To better prepare our clients for a successful and long-lasting retirement. To do this, we seek to empower our clients with the financial education that helps make complex issues simple and allows them to make sound financial decisions.

OUR VISION

We seek to create a better everyday life for everyone in our reach by taking away financial stress and through the endless pursuit of financial freedom.




OUR VALUES

Client’s Best Interest First, Always Listen, Then Listen More Communicate With Transparency and Honesty Success Through Humility and Hard Work Create a Family Atmosphere of Love and Warmth Pursuit of Excellence Strength Through Differences Never Stop Learning

ACTIVE CLIENTS
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Businesses
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GLORIOUS YEARS
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Roman Romero

Roman Romero

Financial Planning Specialist
&CEO of Company
Maria Sanchez

Maria Sanchez

Office Admin