Search results
President. Susan Kaplan, CFP ®, MBA. Susan is a Certified Financial Planner™ and earned an MBA in Finance with high honors from Boston University in 1985. She was President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years.
- Our Team
Executives. Susan Kaplan, CFP®, MBA President. Lawrence...
- Comprehensive Financial Planning
Susan Kaplan started Kaplan Financial in 1993 in Newton,...
- Our Team
$10m. Typical Net Worth. Data as of Sep 30, 2023. Popular Services Offered. Financial planning. Advice on investment plans for managing cash flows, reducing liabilities, saving for...
Susan Kaplan is a financial advisor in Newton, MA, and have earned their CFP. They have been in practice for 32 years, the last 30 years at Kaplan Financial Services. CFP Certification. 32...
- 2227 Washington St, Ste 300, Newton, 02462, MA
- Newton, 02462, MA
- Financial Advisor
- LPL Financial LLC
Apr 23, 2020 · CHARLOTTE, N.C. – April 23, 2020 – LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, is proud to recognize that affiliated advisor Susan Kaplan has been named one of the Top 100 Financial Advisors in the U.S., according to Barron’s.
Newton. With over thirty years in the financial services industry, Susan Kaplan is the president of Kaplan Financial Services, a comprehensive wealth planning firm that provides in-depth retirement analyses, estate planning, educational analyses, and guidance and advice.
