Candace G. Kaplan,  CFP<sup>&reg;</sup> - Financial Advisor

Candace G. Kaplan, CFP®

ChFC, RHU

Kaplan Financial Group, LLC

6550 Rock Spring Dr, Suite 150
Bethesda, MD 20817-1189
(301) 564-0088

General

Candace Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaplan Financial Group, LLC in Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RHU, CDFA(pending_

Insurance Licenses

  • Life insurance: VA,DC,FL,TX,NY,NJ
  • Health/disability insurance: SAME
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources