Barry Kaplan's Location
Atlanta, GA, US
Barry Kaplan's Work
- Principal and Wealth Manager @ Modera Wealth Management
- Wealth Manager, Chief Investment Officer, CFP, EA, @ Cambridge Wealth Counsel
- Financial Planner @ Goldman Sachs Ayco Personal Financial Management
- Dentist, Owner @ Greenbriar Dental Care/Barry H Kaplan, DDS
Barry Kaplan's Education
- College for Financial Planning
CFP
1997 - 1999 - Emory University
DDS
1977 - 1981 - Emory University
BS
1973 - 1977
- Lakewood High School1969 - 1973
Barry Kaplan's Skills
- Estate Planning
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Financial Planning
Barry Kaplan's Summary
Barry Kaplan, based in Atlanta, GA, US, is currently a Principal and Wealth Manager at Modera Wealth Management, LLC, bringing 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 contributes valuable insights to the industry. Barry Kaplan has 3 emails on RocketReach.
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