Broker Check

Team

 

Robert Kaplan, CFP®

CERTIFIED FINANCIAL PLANNER™

(818) 783-6620

(818) 783-7620

robert@kaplanfinancial.net

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...

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Christopher Puzio, CFP®

CERTIFIED FINANCIAL PLANNER™

(818) 783-6620

(818) 783-7620

chris@kaplanfinancial.net

Chris, a Level 2 CFA candidate, joined Kaplan Financial in 2016. Chris, a fee-based financial planner, focuses on investment research, portfolio analysis and management, and preparing comprehensive written financial plans.

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Leah Cohen

Office Manager

(818) 783-6620

leah@kaplanfinancial.net

Leah was born and raised in Granada Hills, California. She attended Valley College and majored in business administration. Leah joined Kaplan Financial in 2000 and brings her corporate managerial skills to Kaplan Financial where she...
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Amy Montes

Client Services Associate

(818) 783-6620

amy@kaplanfinancial.net

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...
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Karen Dressler

Administrative Associate

(818) 783-6620

Julia Heer

Administrative Associate

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.

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