Call Us Call Us

Meet Our Team

Platinum Retirement Solutions and Insurance Services has over 20 years of experience in the financial and retirement planning industry.

Platinum Retirement Solutions

Platinum Retirement Solutions and Insurance Services has over 20 years of experience in the financial and retirement planning industry. With the assistance of our dedicated staff we have been able to develop and nurture close relationships with each of our clients, and value tremendously the time we spend with every individual or couple. Each member of the Platinum Retirement Solutions team plays a vital role in providing our current and future clients with the services they need, so please allow us to introduce...

Mark Truttman President

For 24 years, Mark Truttman has worked hard to ensure his clientsʼ peace of mind. He has spent time assisting hundreds of people with their estate and monetary needs, while helping others take simple and effective steps towards achieving the kind of lifestyle and financial security they desire.

Mark has spoken to hundreds of people at Financial Workshops throughout Northern California. He is registered with the Society of Certified Senior Advisorʼs; licensed with the State of California Department of Insurance; a member of the Life Underwriterʼs Training Council and the Better Business Bureau. He stands committed to helping his clients make wise choices according to their personal situation, and believes his clientsʼ peace of mind and financial security are his highest priority.

A personal note:
A Bay Area native, Mark was born and raised in San Jose, California. He currently resides in Livermore with his wife Terri, and has two daughters, Jamie and Bryanne. When he is not at work, Mark enjoys fishing and the occasional hunting trip with close friends and family. He has a passion for the outdoors and is always ready for another adventure.

Daniel Boulware Investment Advisor Representative

Dan Boulware was born and raised in the San Jose area, and has remained a California native throughout his life. He has been married for 30 years to his wife Diane and they have three beautiful children. Having had his Insurance license since 1997, as well as acquiring his securities license, Dan has helped thousands of people throughout the years to reach their Retirement goals. Dan has provided Educational workshops to thousands of people, as well as being a guest speaker on several radio talk shows in the Bay Area about Retirement topics. Dan truly believes that knowledge is power and taking the time to educate yourself and understand all of your options is crucial to success. With an emphasis on taking the confusion out of Investing, and a logical, no-nonsense approach, Dan helps his clients achieve their financial goals. Dan is also the founder of Platinum Wealth Management LLC, a professional money management firm. All securities offered through, Concert Wealth Management Inc, a Registered Investment Advisory Firm.

Services: Asset Management, Insurance, Personal Financial Planning, Portfolio Management, Retirement Planning

Certificates & Licenses:
CA Life Insurance # 0C09045 Series 65 License CRD # 6605366

Phone: 408-241-0017
Fax: 408 241-0107

Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for

We want to help. Please contact us by filling out the form below, or by calling us at 408-241-0017.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.

Request Customer Care Needs Analysis
Phone Number:

Privacy Policy | Terms of Use | Nav Map

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.