Stephen A. Kaplan,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen A. Kaplan, CFP®

CPA/PFS

Financial Planning Strategies, Inc.

8920 SW 104th St
Miami, FL 33176
(305) 273-0300

General

Stephen Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Planning Strategies, Inc. in Miami, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

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

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

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