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Phone: 310-220-1196

Insurance Services provided by
Platinum Life
Financial and Insurance Services

CA Insurance License #0I11842

Beverly Hills Office
9595 Wilshire Boulevard, 9th Floor
Beverly Hills, CA 90212

South Bay Office
1500 Rosecrans Avenue, 5th Floor
Manhattan Beach, CA 90266

Long Beach Office
100 Oceangate, 12th Floor
Long Beach, CA 90802

Irvine Office
19200 Von Karman Avenue, 4th Floor
Irvine, CA 92612

Click to View Our Privacy Policy Click to View Our Form ADV Part 2A and 2B

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Platinum Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Platinum Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

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