Michael Kaplan Email & Phone Number
Chief Executive Officer
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Michael Kaplan Location
- Houston, TX, US
Michael Kaplan Work
- Chief Executive Officer @ Kaplan Wealth Advisors (March 2021 - Present)
- Senior Vice President, Wealth Management, Wealth Advisor | Portfolio Manager @ (April 1992 - March 2021)
Michael Kaplan Education
- University of Houston
Business
1980-1985
Michael Kaplan Skills
- 401k Rollovers
- Annuity Strategies
- Asset Allocation
- Banking
- College Education Planning
- Equities
- Estate Planning
- Financial Services
- Fixed Income
- Investments
- Management
- Mergers & Acquisitions
- Portfolio Management
- Qualified Retirement Plans
- Retirement Plan Consulting
- Risk Management
- Strategic Planning
- Tax-advantaged Investment Strategies
- Wealth
- Wealth Management
- Wealth Management Services
Michael Kaplan Summary
- Michael Kaplan, based in Houston, TX, US, is currently a Chief Executive Officer at Kaplan Wealth Advisors. Michael Kaplan brings experience from previous roles at Morgan Stanley. Michael Kaplan holds a 1980 - 1985 Business @ University of Houston. With a robust skill set that includes 401k Rollovers, Annuity Strategies, Asset Allocation, Banking, College Education Planning and more. Michael Kaplan has 5 emails and 3 mobile phone numbers on RocketReach.
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