When you work with Platinum Peak Advisors, you have the assurance of working with an integrated team of financial specialists whose background, experience and credentials span across multiple financial disciplines, from tax law, investments, accounting and insurance to the complexities of retirement and estate planning.

Together, our role is to help synchronize and simplify the management of your financial affairs. This team approach enables us to view the “big-picture”, examining your financial situation through the lenses of various wealth management disciplines. Together, the team provides a seamless, holistic solution for managing all aspects of your financial situation.

Above all, our professionals are keen observers and careful, empathetic listeners accustomed to working with successful people, and have vast experience in addressing the unique financial requirements of wealth.

Paul Eric Rosen MBA

Managing Member, Financial Advisor
prosen@platinumpeak.com

In my roles as Managing Member and Financial Advisor with Platinum Peak Advisors, I work directly with clients and their bankers, tax and legal advisors across Florida and nationally to assist with their financial and business planning needs.  An important part of my job is to bring clarity to clients and their advisors on various subjects, processes and solutions so they can make informed decisions about their financial future. This creates the most rewarding aspect of my business, which is developing relationships with our clients and helping them achieve their financial goals.

I started my career as Chartered Accountant in Toronto, Canada.  I then moved to the business side, and became the Chief Financial Officer of a pension fund real estate investment firm.  After relocating to South Florida in 1993, I founded a business and financial consulting firm that assisted numerous professionals, businesses and non-profits to analyze their strategic operations and improve profitability.   In 1997, I co-founded a real estate investment and development firm that managed and invested in properties throughout Canada and the United States, including developing several residential condominium projects. In the process, I was honored in South Florida’s FastTrack magazine’s 2002 “20 on the Fast Track”.

Since 2008, I have been advising business owners and professionals of all types to create innovative and powerful financial, investment, retirement, business continuation and philanthropic strategies.  One area of particular expertise is assisting bank borrowers with SBA collateral requirements with their insurance needs, and the subsequent planning for the growth of their enterprises. With extensive personal experience in entrepreneurial and family business, professional services, and the corporate and professional worlds, I am able to bring insight and empathy to all my clients. 

Professional Accreditations / Education / Affiliations / Licenses

  • Bachelor of Arts (Languages, Philosophy and Natural Sciences) - University of Michigan
  • Master of Business Administration (Finance and Accounting) - York University
  • FINRA Series, 6, 7 and 66 securities registrations
  • Insurance registrations (life, health and variable products) in many states across the county

Jason Coopersmith CFP®

Member, Financial Advisor
jcoopersmith@platinumpeak.com

As a CERTIFIED FINANCIAL PLANNER™ with Platinum Peak Advisors, I work with individuals and small businesses to create customized financial plans and implementation of these plans. There is nothing that we hold more dear to our hearts than our families and closest friends.  I am dedicated to working with you to build a sound financial strategy, so that you can spend more of your time with those you care about most.

My career started in mortgage and real estate, where I quickly advanced to owning my own company. I helped clients by understanding their needs and wants then executing for them on both the search for right property and the financing. After nine years operating my own company, I was offered an opportunity at Bank of America to manage their default loan portfolio and closed my real estate and mortgage company. After managing fifteen employees and achieving top honors, I had a career decision to make, and concluded that I wanted to do more for people, and decided to become a financial advisor to do just that.  After gaining experience with insurance and investment products, an opportunity arose in 2019 with Platinum Peak Advisors to join their growing team.  As a firm, we have the independence and resources to provide excellent financial advice and service to our clients.  In 2022, I became a Member of Platinum Peak Advisors, LLC, and successfully completed the education requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation.

Professional Accreditations / Education / Affiliations / Licenses

  • Bachelor of Arts (Finance and International Business) – Florida Atlantic University
  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series, 7 and 66 securities registrations
  • Insurance registrations (life, health and variable products) in many states across the county

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Michael W. Kirshon LL.M., JD

Financial Advisor
mkirshon@platinumpeak.com

In my role as a Financial Advisor with Platinum Peak Advisors, I work directly with clients and their advisors in the sophisticated use of life insurance in trust and estate planning, retirement planning, and business succession planning. I have been advising clients in legal and financial services matters for 33 years, during which time I have worked extensively with lawyers and CPAs and their high net worth clients.

I began my legal career as a Court Attorney in the New York State Supreme Court, Ninth Judicial District. I later became a partner and trial lawyer in the New York law firm of Satz Kirshon and Rosa, PC, and served as an Arbitrator for the American Arbitration Association.

After relocating to Florida in 1994 and earning an advanced law degree (LL.M.) in Trusts and Estate Planning, I became an estate planning attorney with the Miami/Boca Raton boutique tax and estate planning law firm of Tescher, Chaves and Muller. In 1999, I served as General Counsel for TEAAM, Inc., a sports agency representing National Football League players, where I addressed NFL compliance regulations and agent conduct, and advised NFL players on their financial planning needs. In 2001, I formed The Palm Group, LLC, a company devoted to serving NFL players and other high net worth clients in accumulating, preserving and transferring wealth. The Palm Group was later merged with Platinum Peak Advisors, LLC.

Professional Accreditations / Education / Affiliations / Licenses:

  • Bachelors of Science, Accounting, cum laude – Syracuse University
  • Juris Doctor (JD) – University of Miami School of Law
  • Master of Laws, Trusts & Estates (LL.M.) – University of Miami School of Law
  • Member of Florida Bar and New York State Bar Association
  • FINRA Series 6 and 63 licenses

Interests: 

Open water swimming, scuba diving, golf

George Edward Ossi

Financial Advisor
GEOssi@PlatinumPeak.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I am a native of Jacksonville, Florida and attended Stetson University, graduating in 1993 with Bachelor of Science degree in Biology.  At the age of 21, I managed a multi-physician specialty medical practice in Jacksonville.  Following a period of working an additional second job at Beaches Baptist Hospital in Jacksonville, I relocated to Cambridge, Massachusetts and entered a concentration of study at Harvard University focusing on Molecular Genetics and Immunology.  After three years of successful study, I returned to Jacksonville in 1998.

Upon my return, I joined the MassMutual office in Jacksonville, where I have been until my late 2023 move to Platinum Peak Advisors.  While at MassMutual, I grew a financial advisory practice focused on professionals, executives and business owners.  As a complement to this, I entered the corporate benefits business, eventually partnering with Paul Rosen to create Platinum Peak Benefits to further address the needs of our business owner clients.  I am excited to join Platinum Peak Advisors, a team of like-minded professionals.

When I am not working, I enjoy running, trail biking, and weight lifting.  If you don’t find me spending time with family or working on a home improvement project, you’ll likely find me on my boat.

Edgard A. Chavez

Financial Planning Associate
echavez@platinumpeak.com

As a Financial Planning Associate with Platinum Peak Advisors, I assist the advisors in creating holistic financial plans for small businesses and individuals, performing investment analyses, updating market data, and preparing proposals and applications. I am committed to assisting our clients to follow sound financial strategies that pave the way to their financial independence.  I am passionate about helping our clients navigate through their financial journeys.

Soon after completing my studies, I started my career with Platinum Peak Advisors in 2021, where I was granted the opportunity to learn and grow in the dynamic field of finance. I have the privilege of being part of a team that values independence and prioritizes our client’s needs.  As a native Spanish speaker, I can assist new Americans and qualified foreign nationals to work with our advisors.  As a team, we look forward to the opportunity to work with you, ensuring that your financial aspirations are met with commitment to your success.

Professional Accreditations / Education / Affiliations / Licenses

  • Bachelor of Science (Business Administration, Finance) – University of Florida