Mr. Will B. Kaplan, CFP®
Year CFP® Certification Received: 2011
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Planning for Couples
Typical Client Profile
Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 35-44, 65-74, 55-64
Profession: Business Executives
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