Kaplan Financial is the place to go for personalized and experienced financial advice, discounted rates on individual disability insurance, and a long-term commitment of superior service. We are proud to have been included by Forbes in their 2021-2025 ranking of America's Top Financial Security Professionals*.

We are pleased to be the exclusive provider of the Guardian Guaranteed Standard Issue (GSI) offer for residents and fellows training at UCLA Medical Center, UCSF Medical Center, UC Irvine Medical Center, and Kaiser Permanente. We are also an endorsed agent for the GSI offer at Mayo Clinic, Mass General Brigham, NewYork-Presbyterian (Columbia & Weill Cornell), and have access to over 150 additional GSI offers at training hospitals throughout the country.

*The 2021, 2022, 2023, 2024 and 2025 Forbes ranking of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.