Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com
Check the background of this financial professional on FINRA's BrokerCheck
15th December 2018

Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com

About Us

Platinum Equity Investments, LLC. is a fully independent wealth management company focused on retirement income planning and investment management for individuals.

Platinum Equity Investments, LLC. specializes in helping retirees and those approaching retirement plan and manage their investments. Our investment advisor representative as fiduciaries provide the highest priority to a client’s needs. We use this position to provide exactly what our name suggests: Platinum service, trust, and integrity
for all of our clients.

At Platinum Equity Investments LLC, we appreciate that our clients lead busy lives and we strive to manage their assets so that they have time for other important things. We believe that our clients should have the time to enjoy their lives while we keep their retirement and investments plans on track, helping them achieve their financial goals.

We use our 5 Step Planning Process to learn about our client’s investment goals. Since we do not provide any proprietary investment products, we are in a unique position unlike many large investment firms; we are able to choose from thousands of different investment products. With a variety of options available to us, Platinum Equity Investments, LLC. is able to offer you a diverse catalog of investment options.

Profile: Kristian Coffey

Certified Wealth Strategist® and Retirement Income Certified Professional®

A native of Massachusetts, Kris was born and raised in Springfield. At an early age, his parents, a fireman and a teacher, taught him some of the values important to middle-class America: a strong work ethic and the importance of saving. Kris believes that being taught these values in addition to working on a farm at age 14 helped him learn that what you earn is far more satisfying than what is handed to you.

Kris earned his BA in Economics from the University of Massachusetts – Amherst. After receiving his degree, he stepped into the world of finance and excelled in the diverse positions he held, whether as a Financial Advisor for Bank of America helping Baby Boomers with their income needs or as a Financial Analyst for State Street Bank providing financial reporting for mutual funds and pensions funds.

Although he believes in sound investment decisions, Kris is also motivated by a simple motto: “Enjoy life!” He believes that a life of hard work should pay during retirement and that it is as important to enjoy your money as it is to protect it. And he takes his role as the one to show his clients how this is done very seriously. He believes in providing the client with a plan for today and tomorrow, and the motivation to fulfill that plan.

In his free time, Kris likes to fish and golf, and during winter, he ventures out on the ski trails of New England. And of course, as a native of Massachusetts, he cheers for the Sox, the Celtics, the Bruins, and the Patriots.

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