Edgard A. Chavez

Financial Planning Associate

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