Barry Kaplan Email & Phone Number
Principal and Wealth Manager @ Modera Wealth Management
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Barry Kaplan Location
- Atlanta, GA, US
Barry Kaplan Work
- Principal and Wealth Manager @ (January 2017 - Present)
- Wealth Manager, Chief Investment Officer, CFP, EA, @ Cambridge Wealth Counsel (June 2003 - December 2016)
- Financial Planner @ (October 2000 - June 2003)
- Dentist, Owner @ Greenbriar Dental Care/Barry H Kaplan, DDS (June 1981 - June 2000)
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.
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Top Modera Wealth Management Employees
Liz Skinner
Director of Communications
United States
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
John Ceparano
Principal, Wealth Manager and Co-Director of Retirement Business Services
Florida, United States
Anna Lui
Director of Program Management, Principal
New York, NY, US
Jeff Brewer
Director of Advisor Growth and Development
Charlotte, NC, US
Corey Dodgson
Director of Human Resources
Charlotte, NC, US
Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Mark Lewis
Director of Facilities
Asheville, NC, US
Regan Fad
General Counsel at Modera Wealth Management
New York, NY, US
Joe McCuine
President
Northborough, MA, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Rakhee Gor
Director of Operations, Principal
Atlanta, GA, US
Eric Richbourg
Director of Technology
Asheville, NC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
Gaurav Mallik
Chief Investment Officer
Boston, MA, US
Dawn Nickerson
Director of HR Operations
Atlanta, GA, US
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