Robert B. Kaplan,  CFP<sup>&reg;</sup> - Financial Advisor

Robert B. Kaplan, CFP®

CPA,

President

Kaplan Financial

16030 Ventura Blvd, Suite 600
Encino, CA 91436
FINANCIAL ADVISOR'S WEBSITE
(818) 783-6620

General

Robert Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaplan Financial in Encino, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care, Personal Taxes

More

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