Meet with
Platinum Advisory Group

1. Discover

Use the form below to schedule a meeting with us. We’ll aim to get to know who you are and what you want out of retirement.

2. Evaluate

We‘ll examine your financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy to help you reach your unique retirement goals.

Schedule a Meeting


Contact Us

California Office

Phone: 951.965.8824
Address: 999 Corporate Dr., Suite 100
Ladera Ranch, CA 92694
By appointment only

Texas Office

Phone: 210.952.2956
Address: 17806 I-HWY 10 W., Suite 300
San Antonio, TX 78257