Jack Kelley

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Insight Planning Group is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Temecula, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.