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Robert Kaplan, CFP

Robert Kaplan, CFP

Accountant

Followers of Robert Kaplan, CFP2000 followers
location of Robert Kaplan, CFPLos Angeles County, California, United States

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  • Timeline

  • About me

    Helping physicians identify strategies to preserve their income, manage taxes, and plan for a successful retirement.

  • Education

    • San Marino High School

      1978 - 1982

    • UCLA

      1997 - 1999
      PFP Personal Financial Planning

    • California State University, Northridge

      1982 - 1987
      BS Accounting

      Activities and Societies: Beta Kappa Psi (honorary accounting society), Pi Kappa Alpha

  • Experience

    • EY

      Jun 1987 - Jan 1990
      Accountant

    • Physicians Accounting Management

      Jan 1990 - now
      Tax and Financial Advisor

      Tax and Financial Advisor specializing in tax preparation and planning for physicians.

    • Kaplan Financial & Insurance Services

      Jan 1990 - now
      President and Certified Financial Planner

      Certified Financial Planner™ professional specializing in financial planning and wealth management for physicians.

  • Licenses & Certifications