Jeff is a member of the Investment Committee at the Jewish Community Foundation. He also completed the Foundation’s Trusted Charitable Advisor Program. Jeff currently serves on the Board of Directors for the Lawrence Family JCC, is on the Rady Children’s Hospital Foundation Estates and Trust Council, and is on the Investment Committee of the United Way of San Diego.

Jeff is the Founder and Chief Investment Officer of Platt Wealth Management. He has a Bachelor’s degree in Political Science from UCLA, a Juris Doctor degree from Western State University College of Law, and a Master of Laws in Taxation degree from the University of San Diego School of Law. Jeff is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).