Stu  Caplan,  CFP<sup>&reg;</sup> - Financial Advisor

Stu Caplan, CFP®

Senior Wealth Strategist

Members Wealth LLC

1 S Olive St, Apt 1C
Media, PA 19063-3364
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General

Stu Caplan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Members Wealth LLC in Media, PA and the surrounding communities.

Financial Advisor Overview

At Members’ Wealth we develop, implement, and execute custom planning and investment strategies, rooted in finance and law, enhanced with behavioral analysis and fine-tuned to each individual, family or business need.

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Financial Advisor Experience

Stu Caplan has over 20 years of experience with the bulk of that in HNW and Family Office environments. Most recently, he spent 13 years as Chief Investment Officer at Apex Financial Advisors customizing portfolios and managing relationships. Prior to that, he navigated the financial crisis at Brickell Capital Management, designing hedge funds-of-funds and various trading strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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