Nicholas Kaplan Email & Phone Number

Director of Wealth Management @ Cornerstone Wealth Management

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Nicholas Kaplan Location

Westlake, OH, US

Nicholas Kaplan Work

2022 - now Director of Wealth Management @ Cornerstone Wealth Management
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2019 - 2022 Wealth Advisor @ MAI Capital Management
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2016 - 2019 Tax Advisor @ MAI Capital Management
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2013 - 2016 Senior Tax Accountant @ HW&Co. | CPAs & Advisors
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2011 - 2011 Audit and Assurance @ Plante Moran
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Nicholas Kaplan Education

College for Financial Planning
CFP Certification Education Program
2019 - 2020
John Carroll University
Master of Business Administration (M.B.A.) (General MBA)
2012 - 2013
John Carroll University
Bachelor of Science in Business Administration (Accounting)
2008 - 2012

Saint Ignatius High School
College Preparatory
2004 - 2008
Regent's University London
(Semester Abroad)

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Nicholas Kaplan Skills

Writing
PowerPoint
CPA

Latin
Accounting
Art
Obtain
Admissions
Economics
Composition

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Nicholas Kaplan Summary

Nicholas Kaplan, based in Westlake, OH, US, is currently a Director of Wealth Management at Cornerstone Wealth Management. Nicholas Kaplan brings experience from previous roles at MAI Capital Management, LLC, HW&Co. | CPAs & Advisors and Plante Moran. Nicholas Kaplan holds a 2019 - 2020 CFP Certification Education Program @ College for Financial Planning. With a robust skill set that includes Writing, PowerPoint, CPA, Latin, Accounting and more. Nicholas Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.

Nicholas Kaplan Emails

Found 1 emails

@cornerstonewealthmgmt.com

Nicholas Kaplan Phone Numbers

Found 1 phone numbers

+1 440-525-XXXX

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Nicholas Kaplan

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Top Cornerstone Wealth Management Employees

Nick Dionisos

President; Owner; Investment Advisor Representative at Cornerstone Wealth Management

Westlake, OH, US
1
- cornerstonewealthmgmt.com
5+
- +1 440-570-XXXX
- +1 440-823-XXXX
- +1 440-899-XXXX
- +1 440-213-XXXX
- +1 941-468-XXXX
- +1 216-898-XXXX
Anastasiya Sembay

Associate Financial Planner at Cornerstone Wealth Management

Cleveland, OH, US
1
- cornerstonewealthmgmt.com
1
- +1 216-903-XXXX

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