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Our Team

Jim | Wealth Management Advisor | Platania Financial

Jim Platania CFP®

President | Wealth Management Advisor
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Jim Jr. | Wealth Management Advisor | Platania Financial

Jim Platania, Jr. CFP®, CPA

Wealth Management Advisor
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Bridget | Director of Operations | Platania Financial

Bridget Platania EA

Director of Operations
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Caroline | Client Relationship Manager | Platania Financial

Caroline Holcroft

Client Relationship Manager
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Bridget Houser | Operations Manager | Platania Financial

Bridget Houser CPA

Operations Manager
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Office

2 West Northwest Highway
Arlington Heights, IL 60004

Contact Info

(847) 870-7526
info@plataniafinancial.com

       

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