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Our Team

Jim Platania

Jim Platania CFP®

President | Wealth Management Advisor
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Jim Platania, Jr.

Jim Platania, Jr. CFP®, CPA

Wealth Management Advisor
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Bridget Platania

Bridget Platania EA

Director of Operations
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Caroline Holcroft

Caroline Holcroft

Client Relationship Manager
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Bridget Houser

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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