Email
prosen@platinumpeak.com
Phone
Disclaimer

Securities Offered Through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201 Platinum Peak Advisors, LLC is a separate entity from ValMark Securities, Inc. and Valmark Advisers, Inc. Additional Disclosure Information

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1900 NW Corporate Blvd.
Suite 215 West
Boca Raton, FL 33431
United States

First Name
Paul
Last Name
Rosen
Fax
561-431-5795
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.