Our Team
Robert Kaplan, CFP®
CERTIFIED FINANCIAL PLANNER™
(818) 783-7620
Kaplan Financial was established in 1990 by Robert Kaplan, CFP®. Prior to starting Kaplan Financial, Mr. Kaplan earned his CPA licensure at the international accounting firm of Ernst & Young. Mr. Kaplan is a...
Julia Heer
Insurance Specialist
Julia comes from a family of doctors. She was born in CA and graduated from the University of Southern California with a degree in economics. She began working at Kaplan Financial in 2018 and aspires to be a Certified Financial Planner..
Jenna Kaplan
Insurance Specialist
Jenna, born and raised in Encino, California, comes from a multi-generational family of doctors. Her mother is a pediatrician/adolescent medicine physician and her sister is a medical student. She graduated from the USC with a degree....
Amy Montes
Client Services Associate
Amy was born and raised in Los Angeles, CA and attended college in Southern California. Amy began working at Kaplan Financial in February 2016. On her free time, Amy enjoys traveling, trail running, hiking, dinners with her family and...
Lace Van Devender
Administrative Associate
Lace has worked in the financial services industry for 17 years at companies including Edward Jones Investments, Pacific Investment Consultants, and BAR Financial LLC. Lace enjoys gardening, cycling and reading. She has a beautiful...
