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 1100 advisors 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’s.
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, email him at antwone@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 are offered through Triad Hybrid Solutions LLC, a registered investment advisor.
Interview questions:
Introduction |You have been in the financial services industry since 2005. In 2017, you started Platinum Bridge Wealth Strategies. Can you tell us about your career, the experience garnered during your 12 years at Charles Schwab & Co., and the decision to start Platinum Bridge Wealth Strategies?
Milestones | What are the key milestones since starting your own firm in 2017?
Services |What are the services that Platinum Bridge Wealth Strategies provides?
Client Story | Can you share one of your client stories?
Market | How do you position Platinum BridgeWealth Strategie in the hyper-competitive landscape of wealth management?
Growth | Can you share the growth and sustainability plans?
Community | Tell us about some of your non-profit involvement – Bright Beginnings.
Connect with Antwone on LinkedIn
Platinum Bridge Wealth Strategies is a financial planning firm founded by Antwone Harris, a highly experienced and renowned financial professional with over 20 years of experience in the industry. The firm specializes in helping clients transition from their main careers to retirement, focusing on maintaining their lifestyle, simplifying their finances, and making smart decisions for a worry-free retirement. With a team of skilled financial professionals, Platinum Bridge Wealth Strategies offers services in investing principles, retirement investing, distribution strategies, and estate planning. Their unique “7 Pillar Process™” guides clients through major areas of risk retirees face, ultimately crafting a personalized game plan that enables them to enjoy the next chapter of their lives. As a top competitor in the financial industry, Platinum Bridge Wealth Strategies is dedicated to providing exceptional financial planning and advisory services to individuals nearing or already in retirement.
Recent Videos: https://platinumbridgewealth.com/retirement-planning-videos
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