Platinum Life is dedicated to helping our clients live the retirement life they’ve always dreamed about. We specialize in informing you how to help protect, grow and distribute income over your retirement lifetime.
With over 39 years of financial services experience, we are committed to educating, advising and structuring retirement planning strategies that ensure you have the proper tools to achieve a successful and fulfilling retirement.
Don is a co-founder of Platinum Life and has been a trusted advisor within the financial services industry for over 28 years. He has managed sales, marketing and operations for several Fortune 500 companies and has worked within all financial sectors including mortgage, real estate, insurance, pensions and wealth management.
Today, Don conducts lectures to individuals and business owners, retirees and pre-retirees about how to help create financial and tax efficiency with a key focus on eliminating risk and maximizing income. With proper retirement income design, he helps his clients realize and attain their personal, financial, retirement and legacy goals.
He lives in Corona with his wife, Daniela, their daughters, Kimberly and Tiffany, and their Wheaten Terrier puppy, Robbie.
CA License #0G15685
CA Real Estate Broker’s License #00980089
NMLS License #1122885
Steve is a founding partner in Platinum and has been a trusted advisor working to help families find the right solutions to their financial concerns since 2001. His focus is helping individuals and business owners understand how best to achieve their retirement goals.
Steve lectures to groups of tax attorneys and CPAs on the benefits of avoiding the “Four Bears of Wall Street,” employing methods that everyone can use to help alleviate market risk while still enjoying a market return. Tax-saving strategies are also one of Steve’s specialties, with an emphasis on strategically positioning assets to hedge against inflation.
In his spare time, he enjoys hitting little fuzzy balls on the tennis courts around Los Angeles and hanging out with his kids.
CA License #H06906
We provide a comprehensive package of personalized financial services and tools for individuals and business owners to address the following concerns:
Mobile: (310) 220-1196 | Fax: (866) 361-8736
Mobile: (818) 324-0500 | Fax: (866) 388-3472
9595 Wilshire Boulevard, Suite 900,
Beverly Hills, CA 90212
355 South Grand Avenue, Suite 2450
Los Angeles, CA 90071
1230 Rosecrans Avenue, Suite 300
Manhattan Beach, CA 90266
San Fernando Valley
15260 Ventura Boulevard, Suite 1200
Sherman Oaks, CA 91403
3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
Tax and/or legal advice is not offered by Platinum Life Inc. or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.