Steven Kaplan Email & Phone Number
VP Senior Wealth Consultant @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Steven Kaplan Location
- Texas, United States
Steven Kaplan Work
- VP Senior Wealth Consultant @ (April 2025 - Present)
- Managing Director @ Kaplan Wealth Strategies (July 2020 - April 2025)
- Vice President - Corporate Financial Solutions Advisor @ (September 2019 - July 2020)
- Financial Advisor @ (October 2014 - September 2019)
- Founder @ Sugarface Babies, Inc. (July 2013 - March 2019)
- VP - Area Manager @ (January 2014 - February 2016)
- VP - Area Manager @ (November 2011 - July 2013)
Steven Kaplan Education
- Highland Park High School
High School
1996-1999
Steven Kaplan Summary
- Steven Kaplan, based in Texas, United States, is currently a VP Senior Wealth Consultant at Charles Schwab. Steven Kaplan brings experience from previous roles at Kaplan Wealth Strategies, Merrill Lynch, Merrill Lynch Wealth Management and Sugarface Babies, Inc.. Steven Kaplan holds a 1996 - 1999 High School @ Highland Park High School. Steven Kaplan has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Steven Kaplan?
Find contact details for 700 million professionals.
Top Charles Schwab Employees
Kathie Chao
Managing Director, Wealth Offers, Operations, and Specialists
San Francisco, CA, US
Clyde Langley
Managing Director - Financial Crimes Risk Management
Cocoa Beach, FL, US
Keri Brewer
Managing Director, Talent Acquisition
Denver, CO, US
Jonathan Craig
Managing Director, Head of Retail Investing
San Francisco, CA, US
Michael McKeon
Managing Director
San Francisco, CA, US
Rob Morrissey
Founder
Omaha, NE, US
Jeff Edwards
Managing Director and Bank CFO
Texas, United States
Stacy Hammond
Chief Marketing Officer
California, United States
Andrew D'Anna
Chief Operating Officer, Retail
Texas, United States
Jon Beatty
Chief Operating Officer
Texas, United States
Jeff Houdek
Founder and CEO at JJH Investing
Appleton, WI, US
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
Ama Nyarku
Senior Manager, Asset Management Integration
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co