Bennett Kaplan Email & Phone Number
Financial Planner @ Great Path Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Bennett Kaplan Location
- Charlotte, NC, US
Bennett Kaplan Work
- Financial Planner @ (July 2025 - Present)
- High Net Worth Senior Financial Advisor @ (April 2024 - July 2025)
- High Net Worth Financial Advisor @ (December 2022 - April 2024)
- Financial Advisor @ (June 2021 - December 2022)
- Asset Transfer Resolution Specialist @ (September 2020 - June 2021)
- Asset Transfer Specialist @ (April 2020 - September 2020)
- Brokerage Investment Professional @ (August 2019 - April 2020)
- Resident Advisor @ (March 2018 - May 2019)
- Intern @ (May 2018 - August 2018)
- Interfraternity Council Representative @ (November 2016 - November 2017)
- Intern @ (May 2017 - August 2017)
- Mover @ (June 2016 - August 2016)
- Communication Consultant @ Newton Highlands Congregational Church (June 2016 - August 2016)
- Intern @ Lenox Hill Veterinarians (July 2015 - July 2015)
- Nursery Assistant @ Newton Highlands Congregational Church (September 2012 - June 2015)
Bennett Kaplan Education
- Lafayette College
Bachelor of Arts - BA (Psychology)
2015-2019 - Queen Mary University of London
Study Abroad (Psychology, Business, Politics)
2018-2018 - Newton North High School 2011-2015
- Tufts University
(Veterinary Medicine)
2014-2014 - University of Massachusetts Amherst
(Sport and Fitness Administration/Management)
2013-2013
Bennett Kaplan Summary
- Bennett Kaplan, based in Charlotte, NC, US, is currently a Financial Planner at Great Path Planning. Bennett Kaplan brings experience from previous roles at Vanguard. Bennett Kaplan holds a 2015 - 2019 Bachelor of Arts - BA in Psychology @ Lafayette College. Bennett Kaplan has 1 emails on RocketReach.
Looking for a different Bennett Kaplan?
Find contact details for 700 million professionals.
Others Named Bennett Kaplan
Bennett Kaplan
Investment Committee Chair
Atlanta, GA, US
Bennett Kaplan
Managing Director
Chicago, IL, US
Bennett Kaplan
Creator and Affiliate Partnerships
Chicago, IL, US
Bennett Kaplan
Engineer, Analytics Engineering
Chapel Hill, NC, US
Bennett Kaplan
director of underwriting
Franklin, MA, US
Bennett Kaplan
Financial Planner
Charlotte, NC, US
Top Great Path Planning Employees
Bennett Kaplan
Financial Planner
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co