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3217 West Smith Street, Suite 4, Seattle, WA 98199

206-281-1660

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

John Ochsner

John Ochsner RICP, AIF

Senior Wealth Advisor

206-281-1660

john.o@platinumadvgroup.com

John is a lifelong Washington resident with 3 children. He received his Bachelor of Arts in Business Administration from the University of Washington, with a Concentration in Accounting, and has been in the financial services industry since 1990. He is registered as a LPL Investment Advisor Representative, and currently holds Series 7, 63 and 65 securities registrations through LPL Financial. 

Additionally, John has earned the Accredited Investment Fiduciary (AIF) designation and the Retirement Income Certified Professional (RICP), a college level degree concentrating on retirement income distribution planning.

Al Gugeler

Al Gugeler

Investment Executive

425-881-5402

al.g@platinumadvgroup.com

Al Gugeler is a lifetime Washington resident.  He received his Bachelor of Arts in Business Administration from the University of Washington with a Concentration in Management.  Al has 30 years of experience in the financial services industry.  He is life, health, and annuity licensed.  He also holds Series 6 and 63 securities registrations through LPL Financial.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.