Platform Wealth Advisors

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Wealth Advisory Team Platform Advisors Platform Advisors Menu About Our Team FAQs Portal for Existing Clients Form CRS Contact Wealth Advisory Our Team Book time with an advisor Human-centered wealth management Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management. Reyes Florez CEO, Location Reyesflorez@platform.com LinkedIn (510) 333-4598 Reyes “grew-up” in his father’s boutique CPA firm where he developed a love for small business and client services. Between two different s Natalee Harris Managing Partner / Director Salt Lake City, UT Nataleeharris@platform.com LinkedIn (510) 333-4598 Natalee is Platform’s resident tax and accounting expert overseeing training, development and compliance for the entire firm. She started her career at a big firm, o, Santa Barbara, CA Mercerville, NJ Salt Lake City, UT Kirk Stovesand, CPA/PFS, CPWA®, CFP®, MST Partner, Wealth Advisor Read More While still at the University of California Santa Barbara, Kirk Stovesand started working for the company which grew into Walpole Co., LLP the predecessor to Platform Wealth Advisors. . That combination of work and study continued once he joined the company as a full-time employee and later, a partner. Among his accomplishments, Kirk earned a BA in Business Economics from UCSB, a Masters in Taxation from Golden Gate University, a Master Certificate in Global Business Management from George Washington University. Kirk is a CERTIFIE

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