Brandon Kaplan Email & Phone Number
Financial Advisor @ AmeriFlex® Financial Services
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Brandon Kaplan Location
- Scottsdale, AZ, US
Brandon Kaplan Work
- 2024 -now Financial Advisor @
- 2022 -2023 Financial Advisor @ Paradise Valley Wealth Management, Inc.
- 2022 -2023 Financial Advisor @
- 2020 -2022 Business Consultant - AssetMark Business Consulting and Practice Management @
- 2019 -2020 Associate Consultant - AssetMark Business Consulting and Practice Management @
- 2017 -2019 Gold Team Relationship Manager - AssetMark Advisor Services @
- 2015 -2017 Regional Relationship Manager (Southwest) - AssetMark Advisor Services @
- 2015 -2015 Relationship Manager - AssetMark Advisor Services @
- 2024 -now Financial Advisor @
Brandon Kaplan Education
- California State University, Northridge
Bachelor of Science - BS (Finance)
- University of Arizona
Brandon Kaplan Summary
- Brandon Kaplan, based in Scottsdale, AZ, US, is currently a Financial Advisor at The AmeriFlex Group®. Brandon Kaplan brings experience from previous roles at Paradise Valley Wealth Management, Inc., LIQD Investments and AssetMark. Brandon Kaplan holds a Bachelor of Science - BS in Finance @ California State University, Northridge. Brandon Kaplan has 3 emails and 5 mobile phone numbers on RocketReach.
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