Gabriel Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Habits in White Plains, NY and the surrounding communities.
Book Your Free Consultation
Wealth Habits helps families, individuals, and small-business owners achieve financial independence, knowledge, and control over their money.
We are located in New York, NY, serving clients locally and across the country. Gabriel Kaplan,CPA, CFP® will work closely with you on all of your financial planning needs.
We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy! Our mission is to help people make smart financial decisions and to empower you to make the most of your money, so you can live better.
At Wealth Habits, you will have a dedicated professional steering your financial course, helping you build confidence in your financial life.
Hi! I’m Gabriel Kaplan, CFP® / CPA and I started Wealth Habits because I believe that anyone who wants financial planning should have access to it. The financial world has changed in the last 10 years and many of the old paradigms have shifted. Education and living costs have increased while compensation have maintained stable. Members of Generations X, Y and Z who want to achieve financial independence are forced to start planning early.
I can work with you to relieve stress about money by helping you clarify your goals and create an action plan to achieve them.
I provide integrated financial planning through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I only answer to you.
I'm uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), as well as +10 years of investing experience. Understanding financial planning, taxes, and investments provides me with the technical knowledge need to understand your issues on a deeper level, enabling you to focus on what's really important in life.
65
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
Read More >
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
Read More >
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
Read More >
Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
Read More >
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
Read More >
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
Read More >
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
Read More >
Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
Read More >
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
Read More >
As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
Read More >
