Jason Coopersmith
Financial Advisor at Platinum Peak Advisors, LLC
- Role
- Financial Advisor at Platinum Peak Advisors, Llc
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jan 2020 — Present · Boca Raton, FL, US
Education
Florida Atlantic University
BA
Skills
- Asset Protection
- Succession Planning
- Retirement Planning
- Financial Needs Analysis
- College Funding
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