Robert Kaplan Email & Phone Number
Certified Financial Planner® @ Kaplan Financial & Insurance Services
5 free lookup(s).
Robert Kaplan Location
- California, United States
Robert Kaplan Work
- 1990 -now Certified Financial Planner® @
- 1990 -now Tax and Financial Advisor @ Physicians Accounting Management
- 1987 -1990 Accountant @
Robert Kaplan Education
- UCLA
PFP (Personal Financial Planning)
1997-1999 - California State University-Northridge
BS (Accounting)
1982-1987 - San Marino High School 1978-1982
Robert Kaplan Skills
- Disability Insurance
- Financial Planning
- Wealth Management
- Life Insurance
- Investments
- Strategic Financial Planning
- Portfolio Management
- Tax Preparation
- Insurance
- Financial Planners
- Tax
- Finance
- 401k
- Securities
- Retirement
- Financial Advisory
- Estate Planning
- Whole Life
- Term Life Insurance
- Mutual Funds
- Financial Services
- Accounting
- Financial Risk
- 401(k) Retirement Savings Plans
- Management
- Public Speaking
- Leadership
- Personal Financial Planning
- Roth IRA
- College Education Planning
- Variable Annuities
- Variable Life
- Charitable Gift Planning
- Universal Life
- Long Term Care Insurance
- Planning
- Retirement Planning
- Sales
- Physicians
- Corporate Tax
- Marketing
- Certified Financial Planner
- Customer Service
- Financial Analysis
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Robert Kaplan Summary
- Robert Kaplan, based in California, United States, is currently a Certified Financial Planner® at Kaplan Financial & Insurance Services. Robert Kaplan brings experience from previous roles at Physicians Accounting Management and Ernst & Young. Robert Kaplan holds a 1997 - 1999 PFP in Personal Financial Planning @ UCLA. With a robust skill set that includes Disability Insurance, Financial Planning, Wealth Management, Life Insurance, Investments and more. Robert Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Robert Kaplan?
Find contact details for 700 million professionals.
Others Named Robert Kaplan
Robert Kaplan
Managing Director
Baltimore, MD, US
Robert Kaplan
Managing Partner
New York, NY, US
Robert Kaplan
Partner
Philadelphia, PA, US
Top Kaplan Financial & Insurance Services Employees
Robert Kaplan
Certified Financial Planner®
California, United States
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co