Paul Eric Rosen MBA
President/Financial Advisor
In my roles as Managing Member and Financial Advisor with Platinum Peak Advisors, I work directly with clients and their bankers, tax and legal...
Jason Coopersmith CFP®
Vice President/Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ with Platinum Peak Advisors, I work with individuals and small businesses to create customized financial plans and...
Michael W. Kirshon LL.M., JD
Founder/Financial Advisor
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...
George Edward Ossi
Financial Advisor
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...
Mikael Rodriguez
Associate Advisor
As an Associate Advisor at Platinum Peak Advisors, I collaborate with our senior advisors to create and execute tailored strategies for achieving our...
Alison Norris
Administrative Associate
With over 7 years of customer service experience, including two years as an administrative assistant, I thrive in roles that require multitasking...
