Justin C. Lowy, PFP, AWMA®
Founder & CEO
Justin is a licensed Financial Planner, Commodity Broker, Insurance Agent, and Real Estate Agent. As founder and CEO of Platinum Wealth Group, Justin works with: individuals, families, trusts, businesses and 1031 deals. He works closely with clients to advise on portfolio construction and asset allocation.
Prior to founding Platinum Wealth Group, Justin acted as a Chief Operating Officer for a Wealth Management firm in Orange County, CA focusing on portfolio construction, asset allocation, security analysis, and estate preservation through estate planning and insurance needs analyses. Prior, he worked for an international commercial real estate development company where he oversaw over $1 billion worth of properties built. Justin began his professional career in the mortgage industry, working in both residential and commercial lending underwriting all investment types.
Justin is a three-year graduate with Honors from the University of California Irvine obtaining a degree in Economics with an emphasis on Finance and Data Analysis. Justin completed the Personal Financial Planning (PFP) certification program through University of California, Irvine. In addition he has earned the designation of Accredited Wealth Management Advisor (AWMA®) through the College for Financial Planning. He holds FINRA Series 3, 7, and 66 as well as California Bureau of Real Estate (#01863815) and California Life & Health Insurance license (#0J22801). Justin is also a licensed commodity broker through the National Futures Association (NFA#0427160) working with Managed Futures.
On a personal level, Justin is an avid bass guitar player, comedy enthusiast, and lousy golfer. He participates in several local charities and spends his leisure time with his family and friends.
Ken Kladouris, CDFA ®
Partner & President
As Partner and President of Platinum Wealth Group, Ken creates dynamic investment portfolios that support his clients in all market cycles. He takes a personal approach in understanding his clients needs and desires, implementing individualized solutions to help them achieve their own unique goals. His goal is to allow his clients the freedom to focus on their own passions and what they enjoy doing most. In addition, he has earned his designation as a Certified Divorce Financial Analyst (CDFA®) giving him an extended expertise in helping those clients who are faced with having to make tough financial decisions.
Prior to joining Platinum Wealth Group, Ken served as President of a wealth management firm as well as Office of Supervisory Jurisdiction and Branch Office Manager for National Securities Corporation and National Asset Management. After receiving his MBA, Ken joined Morgan Stanley Smith Barney and completed a rigorous advisor training program that included community outreach as well as client/prospect engagement and retention. In Ken’s early work experience, he was managing commercial landscape and construction projects on the West Coast helping build his family’s business and giving him an appreciation of the financial management needs of individuals, families and small businesses.
Ken earned his Bachelor’s degree in Business Administration from California State University, Long Beach, and his MBA with a concentration in Finance from Pepperdine University, in Malibu, CA.
He holds the Financial Industry Regulatory Authority (FINRA) Series 3, 7, 24, 31 and 66 registrations as well as a California Life & Health Insurance license (#0G62022).
Ken enjoys spending his leisure time with friends and family, preferably on the water, sailing or aboard his powerboat.