When you work with Platinum Peak Advisors, you have the assurance of working with an integrated team of financial specialists whose background, experience and credentials span across multiple financial disciplines, from tax law, investments, accounting and insurance to the complexities of retirement and estate planning.
Together, our role is to help synchronize and simplify the management of your financial affairs. This team approach enables us to view the “big-picture”, examining your financial situation through the lenses of various wealth management disciplines. Together, the team provides a seamless, holistic solution for managing all aspects of your financial situation.
Above all, our professionals are keen observers and careful, empathetic listeners accustomed to working with successful people, and have vast experience in addressing the unique financial requirements of wealth.
Michael W. Kirshon, LL.M., JD, CFP®
In my role as a Managing Partner and Financial Advisor with Platinum Peak Advisors, I work directly with clients and their advisors in the sophisticated use of life insurance in trust and estate planning, retirement planning, and business succession planning. I have been advising clients in legal and financial services matters for 33 years, during which time I have worked extensively with lawyers and CPAs and their high net worth clients.
I began my legal career as a Court Attorney in the New York State Supreme Court, Ninth Judicial District. I later became a partner and trial lawyer in the New York law firm of Satz Kirshon and Rosa, PC, and served as an Arbitrator for the American Arbitration Association.
After relocating to Florida in 1994 and earning an advanced law degree (LL.M.) in Trusts and Estate Planning, I became an estate planning attorney with the Miami/Boca Raton boutique tax and estate planning law firm of Tescher, Chaves and Muller. In 1999, I served as General Counsel for TEAAM, Inc., a sports agency representing National Football League players, where I addressed NFL compliance regulations and agent conduct, and advised NFL players on their financial planning needs. In 2001, I formed The Palm Group, LLC, a company devoted to serving NFL players and other high net worth clients in accumulating, preserving and transferring wealth. The Palm Group was later merged with Platinum Peak Advisors, LLC.
Professional Accreditations / Education / Affiliations / Licenses:
- Bachelors of Science, Accounting, cum laude – Syracuse University
- Juris Doctor (JD) – University of Miami School of Law
- Master of Laws, Trusts & Estates (LL.M.) – University of Miami School of Law
- Member of Florida Bar and New York State Bar Association
- FINRA Series 6 and 63 licenses
Open water swimming, scuba diving, golf
Paul Eric Rosen, MBA
In my role as a Financial Advisor with Platinum Peak Advisors, I work directly with clients and their bankers, tax and legal advisors across Florida and nationally to assist with their financial and business planning needs. An important part of my job is to bring clarity to clients and their advisors on various subjects, processes and solutions so they can make informed decisions about their financial future. This creates the most rewarding aspect of my job, which is developing relationships with our clients and helping them achieve their financial goals.
I started my career as Chartered Accountant in Toronto, Canada. I then moved to the business side, and became the Chief Financial Officer of a pension fund real estate investment firm. After relocating to South Florida in 1993, I founded a business and financial consulting firm that assisted numerous professionals, businesses and non-profits to analyze their strategic operations and improve profitability. In 1997, I co-founded a real estate investment and development firm that managed and invested in properties throughout Canada and the United States, including developing several residential condominium projects. In the process, I was honored in South Florida’s FastTrack magazine’s 2002 “20 on the Fast Track”.
Since 2008, I have been advising business owners and professionals of all types to create innovative and powerful financial, investment, retirement, business continuation and philanthropic strategies. One area of particular expertise is assisting bank borrowers with SBA collateral requirements with their insurance needs, and the subsequent planning for the growth of their enterprises. With extensive personal experience in entrepreneurial and family business, professional services, and the corporate and professional worlds, I am able to bring insight and empathy to all my clients.
Professional Accreditations / Education / Affiliations / Licenses
- Bachelor of Arts (Languages, Philosophy and Natural Sciences) - University of Michigan
- Master of Business Administration (Finance and Accounting) - York University
- FINRA Series, 6, 7 and 66 securities registrations
- Insurance registrations (life, health and variable products) in many states across the county
Ronald D. Schain, CPA
Managing Partner, Schain & Company, CPAs
As the Managing Partner of the South Florida office of Schain and Company, CPAs, I have a very close affiliation with Platinum Peak Advisors and serve as a member of their planning team. My role to help clients integrate their tax and business planning needs with their comprehensive financial planning needs.
As a CPA and business consultant, I provide closely-held businesses with CFO and management consulting services. These services include preparation of business plans and assistance with market plans, bank financing, strategic planning, and negotiation of corporate acquisition and sales.
Ron and his wife Susan live in Parkland, FL and Richmond, MA and have a son, two daughters and six grandchildren
Education / Designations / Professional Affiliations
- Bachelor of Science, Accounting – Brooklyn College
- Licensed Certified Public Accountant in New York and Florida. Have practiced in Fort Lauderdale, FL since 1974.
- Member, Florida Institute of Certified Public Accountants
- FINRA Series 7 and 63 licenses; Life and Health Insurance licenses
- Member, Board of Trustees, Congregation Kol Tikvah
- Treasurer, Coral Springs/Parkland Rotary Club