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Peter  Platt

Peter Platt

President/Portfolio Manager

Peter M. Platt is the President and Secretary of Platt Investment Counsel. Representing the third generation of Platt’s to serve in financial services, Peter is a 25 year industry veteran who values the deep, personal relationships he has with clients.

After graduating from Drake University, Peter followed in his father’s and grandfather’s footsteps and pursued a career in financial services. He takes a holistic, ethical, transparent and practical approach to helping clients plan for and solve issues surrounding asset management and retirement planning. Peter’s belief in the KISS approach - Keep It Super Simple - allows his clients to remain in control of their assets and make changes when unexpected issues arise.

Originally from Minneapolis, MN, Peter currently lives in Lake Mary, Florida where he enjoys spending time with his family, playing golf, being outside, and playing Fantasy Football with his lifelong friends. Outside of the office, Peter is most passionate about maintaining a happy, healthy and productive life for himself and his family.