Barry Kaplan Email & Phone Number
Principal and Wealth Manager @ Modera Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Barry Kaplan Location
- Atlanta, GA, US
Barry Kaplan Work
- 2017 -now Principal and Wealth Manager @
- 2003 -2016 Wealth Manager, Chief Investment Officer, CFP, EA, @ Cambridge Wealth Counsel
- 2000 -2003 Financial Planner @
- 1981 -2000 Dentist, Owner @ Greenbriar Dental Care/Barry H Kaplan, DDS
Barry Kaplan Education
- College for Financial Planning
CFP
1997-1999 - Emory University
DDS
1977-1981 - Emory University
BS
1973-1977 - Lakewood High School 1969-1973
Barry Kaplan Skills
- Estate Planning
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Financial Planning
- Wealth
- Portfolio Management
- High Net Worth Individuals
- Personal Finance
- Asset Management
- Mutual Funds
- Tax
- 401k
- Pensions
- Fixed Annuities
- Cash Flow
- Asset Managment
- Retirement Income Strategies
- Asset Protection
- Charitable Giving
- Creative Service
- Team Building
- Planning
- Tax Planning
- Sales
- Strategic Planning
- Helping Brands Achieve Customer And Product Loyalty
- Microsoft Office
- Program Management
- Agency Review
- Project Planning
- Proposal Review
- Cosmetic Dentistry
- Management
- Microsoft Excel
- Financial Analysis
Barry Kaplan Summary
- Barry Kaplan, based in Atlanta, GA, US, is currently a Principal and Wealth Manager at Modera Wealth Management, LLC. Barry Kaplan brings experience from previous roles at Cambridge Wealth Counsel, Goldman Sachs Ayco Personal Financial Management and Greenbriar Dental Care/Barry H Kaplan, DDS. Barry Kaplan holds a 1997 - 1999 CFP @ College for Financial Planning. With a robust skill set that includes Estate Planning, Retirement Planning, Wealth Management, Strategic Financial Planning, Investments and more. Barry Kaplan has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Barry Kaplan?
Find contact details for 700 million professionals.
Others Named Barry Kaplan
Barry Kaplan
Sales Manager
Melville, NY, US
Barry Kaplan
President
New York, NY, US
Barry Kaplan
President
Greenwich, CT, US
Barry Kaplan
Procurement Buyer
Portland, OR, US
Barry and Rosiland Kaplan
president
New York, NY, US
Barry Kaplan
President
New York, NY, US
Barry Kaplan
Enterprise Platform Architect
United States
Barry Kaplan
Engineering Manager
London, GB
Barry Kaplan
Chief Financial Officer
New York, NY, US
Top Modera Wealth Management Employees
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
Mark Lewis
Director of Facilities
Asheville, NC, US
Betsy Cunagin
Partner
Asheville, NC, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Rakhee Gor
Director of Operations
Atlanta, GA, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
James Kipp
Chief Financial Officer, Principal
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co