Home | Platania Financial

Our Family Helping Yours

Partnering with Clients since 1991

Impressing with Integrity, not Financial Jargon

Experience Interactive Planning

Become a Client

Download our Retirement Guide

As CFP® and AIF® professionals, Jim Sr. and Jim Jr. bring several decades of experience to our clients. By taking a practical, no-nonsense approach to financial planning and asset management, we provide clients with the education and guidance to confidently pursue their most cherished goals.