Platinum Capital Inc. Announces New Financial Advisory & Tax Preparation Services in Temecula, CA

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Owner Dave Neugart is announcing the reopening of his Platinum Capital Inc. accounting, tax, and financial advisory business with a new website and reinvigorated approach to clients’ individual financial circumstances.

The team at Platinum Capital Inc. is pleased to announce the business’ grand reopening, including a new website ( and all new information online. Platinum Capital Financial has been serving Temecula Valley residents in Temecula, Murrieta, Menifee, Lake Elsinore, and Canyon Lake for over 15 years. Under the ownership of Financial Adviser Dave Neugart, the company looks forward to helping clients with Insurance; Real Estate; Securities; Retirement and Estate Planning; Accounting; Temecula, CA Tax Planning, and other financial services for many years to come.

The success of Platinum Capital Financial has long been based on the firm’s continued commitment to industry-related education and research, keeping the business on the cutting edge of financial services and tax preparation. Temecula, CA residents turn to the firm’s financial advising team for its strong and varied foundation of knowledge about everything from real estate to IRS audit. Murrieta, CA area residents are also fortunate to have the most advanced financial technology available thanks to Platinum Capital Inc. “As a Financial Adviser, I use a detailed approach to help solve the unique challenges and meet the individual aspirations of each client’s financial circumstances,” says Platinum Capital Financial Owner Dave Neugart.

Visit to learn more about Platinum Capital Inc.’s offerings, from retirement planning and insurance to real estate and tax service. Murrieta, CA; Temecula, CA; Menifee, CA; Lake Elsinore, CA; and Canyon Lake, CA and the rest of the Temecula Valley are all included in the firm’s expansive service area.

About Platinum Capital Financial Owner Dave Neugart:

Owner Dave Neugart has spent a lifetime accumulating a solid educational background, many professional designations in each financial discipline, and multiple professional licenses, including:

  •     California Real Estate Broker’s License
  •     California Insurance Property & Casualty/ Life & Health Licenses
  •     Federal Mortgage Origination License
  •     Federal IRS Enrolled Agent (i.e. licensed to represent businesses and individuals for income tax preparation and audit examination representation)

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Liz Northrup
since: 02/2015
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Platinum Capital Inc.
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