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Suite 600

Encino, CA 91436

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Robert B. Kaplan | CA | 16030 Ventura Blvd., Suite 600, Encino CA 91436 | CA Insurance Lic. #0711293

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The Forbes ranking of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like time at current firm, assets under management, compliance records, industry experience and best practices learned through telephone and in-person meetings with the professionals. 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.