Antwone Harris, MBA, CFP®, is a seasoned financial professional with over 20 years of experience helping clients transition from their main careers to the next phase of their lives. As a former VP-Senior Financial Consultant at Charles Schwab Inc., he managed over $890 million in client assets and ranked in the top 5% of more than 1,100 advisers nationwide. His financial expertise has been featured in major media outlets such as CBS, ABC, NBC, FOX, The Washington Post, Bloomberg, The Financial Times and Kiplinger.
Harris is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional®, focusing his practice on creating comprehensive plans for individuals approaching or already in retirement. His clients’ concerns often extend beyond general market dynamics, seeking advice on tax mitigation, healthcare expenses, account withdrawals and nest egg preservation during market downturns. Recognizing the anxiety surrounding retirement preparation, Harris founded Platinum Bridge Wealth Strategies to provide specialized financial planning for those nearing or in retirement. This transition allowed him to deepen client relationships and better understand their priorities.
Guiding clients through the “7 Pillar Process™,” Harris addresses the major areas of risk retirees face, ultimately crafting a game plan that enables them to retire worry-free and enjoy the next chapter of their lives. To learn more about Antwone Harris and his services, visit platinumbridgewealth.com.
Featured in the “Top 100 in Finance” Magazine, Antwone Harris continues to make a significant impact in the financial industry. Investment advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory), a registered investment advisor. Osaic Advisory is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Advisory.
