Our 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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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

818-783-6620

julia@kaplanfinancial.net

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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Mariam Shamlow

Administrative Associate

858-909-6853

mariam@kaplanfinancial.net

Mariam has five years of experience in the banking and financial services industry. Prior to joining Kaplan Financial and LPL Financial, she served as a Private Banker at Northern Trust and Wells Fargo. She was also involved in...

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