|
kf |
 |
|
Financial Planning Services
|
|
 |
|
f |
|
(Wealth Management Solution)
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
f |
|
|
|
|
|
|
|
|
|
|
|
kf |
|
|
|
kf |
|
|
|
kf |
|
|
| |
|
|
|
kf |
|
|
|
kf |
|
|
|
kf |
|
|
|
kf
|
|
|
|
|
|
kf
|
|
|
|
|
|
|
|
|
|
|
|
kf |
|
|
|
Kaplan
Financial
16030 Ventura Blvd
Suite 600
Encino, Los Angeles
CA 91436
818.783.6620
|
|
|
kf |
|
|
Kaplan Financial
specializes in
financial planning services
(through LPL)
for physicians, including
disability insurance,
tax planning, and
investment services
while emphasizing independence,
objectivity, and a long-term
relationship with its
clients. Since 1990,
Kaplan Financial has
helped thousands of
physicians organize
their personal and business
finances.
Company Profile
Kaplan Financial was
established by
Robert Kaplan, CERTIFIED
FINANCIAL PLANNER™.
Robert Kaplan is a Registered
Principal with LPL Financial, a Registered
Investment Advisor.
Kaplan has been in practice
since 1990. Before
starting Kaplan Financial,
Kaplan practiced at
Medical Management Company
and also as a CPA at
the international accounting
firm of Ernst & Young.
Kaplan is a recognized
speaker and author
on subjects relating
to the financial planning
needs of physicians.
Kaplan Financial provides
financial planning services
(through LPL), including
access to
fee based asset management,
tax and estate planning,
retirement planning,
education planning,
employee benefits,
disability,
life, and
health insurance.
Kaplan Financial
16030 Ventura Blvd,
Suite 600, Encino
Los Angeles, CA
91436
Phone: 818-783-6620
or 800-827-7775
Fax: 818-783-7620
email:
robert@kaplanfinancial.net
|
|
|
|
|
State securities
laws require
that your
investment
professional
be registered
in the state
in which
you are
a resident.
In order
to meet
this requirement
and use
this site,
you must
be a legal
resident
of:
AZ, CA,
CO, FL, HI,
MT, NV,
NY, OH,
OK, OR,
PA, TX,
VA, WA,
WI
|
|
|
| |
|
|
|
|
Securities and advisory accounts offered through
LPL Financial
Member
FINRA/SIPC
Member of Securities Investor
Protection Corporation (SIPC). For an explanatory brochure,
please visit www.sipc.org |
 |
|
|
No information provided on this
site is intended to constitute an
offer to sell or a solicitation
of an offer to buy shares of any
security, nor shall any security
be offered or sold to any person
in any jurisdiction in which such
offer, solicitation, purchase or
sale would be unlawful under securities
laws of such jurisdiction.
LPL trademark is a registered trademark
of Linsco/Private Ledger and is
used here on the Kaplan Financial
website with permission.
|
|
