Robert Kaplan, CFP®
CERTIFIED FINANCIAL PLANNER™
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where Kaplan Financial comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of The White Coat Investor community for several years, I take pride in knowing that I have helped thousands of physicians pursue the type of financial future they dreamed about.
Contact us today at (818) 783-6620 or by email at firstname.lastname@example.org for a complimentary, no obligation consultation to learn more about how Kaplan Financial can help you pursue your financial goals.