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...
Leah Cohen
Office Manager
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...
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...
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..
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...
Mariam Shamlow
Administrative Associate
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...
