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Susan Kaplan is a nationally recognized financial planner and a Certified Financial Planner™ with an MBA from Boston University. She has been featured in various media outlets and has served on the boards of several organizations, including the Institute of Certified Financial Planners and the Museum of Science.
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Our Team - Kaplan Financial. Our dedicated team drives our...
- Comprehensive Financial Planning
Susan Kaplan started Kaplan Financial in 1993 in Newton,...
- Our Team
Susan Kaplan. Wealth Advisor, Kaplan Financial Services. Newton, Massachusetts. Get In Touch. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are...
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- Kaplan Financial Services
5 days ago · Kaplan Financial Services is a wealth management firm founded by Susan Kaplan in 1993. It offers comprehensive financial planning, investment advice, and asset management to clients across generations.
Susan Kaplan is a wealth planning expert with over thirty years of experience in the financial services industry. She is the author of Notes, a Forbes America's Top Wealth Advisor, and a former president of the Certified Financial Planners in Boston.
Our Team - Kaplan Financial. Our dedicated team drives our culture and investing success. Executives. Susan Kaplan, CFP®, MBA President. Lawrence Kaplan, CFP®, MSFP Executive Vice President. Ann DeCaprio, CFP®, MBA VP Strategy and Operations. Jamie Freidhof, CFP®, CMFC® VP Investment Research. Directors.
Susan Kaplan serves as the President of Kaplan Financial Services. She is a distinguished Certified Financial Planner™, attained her MBA in Finance with high honors from Boston University in 1985.
Mar 1, 2024 · Susan Kaplan has been president of Kaplan Financial Services Inc. for 30 years. Together with a team of 11, she manages $2.6 billion for 175 client households with a typical net worth of $10 ...
