Barry H. Kaplan,  CFP<sup>&reg;</sup> - Financial Advisor

Barry H. Kaplan, CFP®

EA

Principal and Wealth Manager

Modera Wealth Management

5555 Glenridge Connector, Ste 150
Atlanta, GA 30342
FINANCIAL ADVISOR'S WEBSITE
(678) 833-1110

General

Barry Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Tangible Assets, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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