CERTIFIED FINANCIAL PLANNER™
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...
Chris 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...
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...
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...
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..