Stephen Caplan Email & Phone Number
Financial Consultant @ Fidelity Investments
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Stephen Caplan Location
- Boston, MA, US
Stephen Caplan Work
- Financial Consultant @ (October 2021 - Present)
- Financial Advisor @ Neponset Valley Financial Partners (August 2016 - October 2021)
- Internal Sales Consultant @ (June 2013 - July 2016)
- Inbound Sales Specialist @ (October 2012 - May 2013)
Stephen Caplan Education
- University of Rhode Island - College of Business
Bachelor's degree (Finance, General)
2009-2012 - Istituto Lorenzo de' Medici
Finance
2011-2011
Stephen Caplan Skills
- Wealth Management
- Investment Management
- Behavioral Finance
- Financial Planning
- Retirement Planning
- Insurance
- Asset Allocation
- Retirement Savings
- College Savings Plans
- 401(k) Retirement Savings Plans
- ETFs
- Mutual Funds
- Alternative Investments
- Separately Managed Accounts
- Life Insurance
- Portfolio Optimization
- Series 7
- series 66
- Master Limited Partnerships
Stephen Caplan Summary
- Stephen Caplan, based in Boston, MA, US, is currently a Financial Consultant at Fidelity Investments. Stephen Caplan brings experience from previous roles at Neponset Valley Financial Partners and New York Life/ Mainstay Investments. Stephen Caplan holds a 2009 - 2012 Bachelor's degree in Finance, General @ University of Rhode Island - College of Business. With a robust skill set that includes Wealth Management, Investment Management, Behavioral Finance, Financial Planning, Retirement Planning and more. Stephen Caplan has 5 emails and 2 mobile phone numbers on RocketReach.
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