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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 sought after speaker, who specializes in the tax planning, financial planning, and disability insurance needs of physicians.
When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn't waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run.
Robert Kaplan is a financial advisor operating in Encino, California who has 22 years of industry experience. Kaplan is currently employed by Lpl Financial LLC. The advisor has gained experience at Lpl Financial, LLC and Physicians Accounting Management.
Financial Planning, Wealth Management, Disability and Life Insurance for the medical community
Learn more about and schedule a meeting with Robert Kaplan of Encino, CA (21093). Read the verified client reviews and schedule a meeting today. View the designations, certifications, education and the specialties for Robert Kaplan.
Kaplan Financial located at 16030 Ventura Blvd #600, Encino, CA 91436 - reviews, ratings, hours, phone number, directions, and more.
Encino Office. 16030 Ventura Boulevard. Suite 600. Encino, CA 91436. Phone: (818) 783-6620. Fax: (818) 783-7620. Mon-Thu: 8:00 AM - 7:00 PM. Fri: 8:00 AM - 5:00 PM. Sat-Sun: By Appointment
