Financial Advisor
Current
May 2024 - Present
AeroLeads people directory · profile
Brandon Kaplan, Cfp® Email & Phone Number
Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners
at
EPIC Holistic Partners
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners
Location
Scottsdale, Arizona, United States
Who is Brandon Kaplan, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brandon Kaplan, Cfp® is listed as Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners at EPIC Holistic Partners, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Brandon Kaplan, Cfp®.
Brandon Kaplan, Cfp® previously worked as Financial Advisor at Epic Holistic Partners and Financial Advisor at Paradise Valley Wealth Management, Inc.. Brandon Kaplan, Cfp® holds Bachelor Of Science - Bs, Finance, General from California State University, Northridge.
Company email context
Email format at EPIC Holistic Partners
This section adds company-level context without repeating Brandon Kaplan, Cfp®'s masked contact details.
EPIC Holistic Partners
Review company-level records connected to Brandon Kaplan, Cfp® before choosing the right outreach path.
Profile bio
About Brandon Kaplan, Cfp®
Brandon is originally from the southwest suburbs of Chicago, IL, but grew up in Scottsdale, AZ where he has called home for most of his life. Brandon is a tried-and-true Chicago sports fan but is always happy to support his AZ teams. After attending the University of Arizona for several years (Bear Down), Brandon earned his Bachelor of Science in Finance from California State University, Northridge. Brandon's knowledge and appreciation for the financial market and wealth management industry was informed by his late father's experience trading futures independently on the floor of the Chicago Mercantile Exchange (CME) within the S&P 500 pit for nearly 30 years. After spending nearly a decade in the corporate world as a Business Management Consultant with AssetMark, Brandon saw firsthand just how deep of an impact financial advisors can have in their clients’ lives. During his time spent strategically consulting financial advisors across the country, Brandon slowly came to realize there was one common denominator missing from his day-to-day, and that was the client relationship. Brandon’s love for people and helping them achieve their unique financial goals are what ultimately helped pave his way to joining EPIC Holistic Partners as a Financial Advisor and Certified Financial Planner™ professional. In his free time Brandon is a single-digit handicap golfer, devoted member of his Catholic church and a true foodie in every sense of the word. He is also a big film buff, has a deep appreciation for countless genres of music and loves to go country swing dancing.Additional information and disclosures can be viewed at www.epicholisticpartners.com
Current workplace
Brandon Kaplan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 5 years
Brandon Kaplan, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Paradise Valley Wealth Management, Inc.
2022 - 2023
~1 yr
Financial Advisor
2022 - 2023
~1 yr
Business Consultant - Assetmark Business Consulting And Practice Management
• Provide comprehensive business consulting and practice management recommendations, solutions and expertise to financial advisors in order to better position for firm growth, scale and client success.• Deliver consulting solutions and implementation strategies spanning areas including: strategic business planning, client experience, financial management, operations, human capital, branding, marketing and M&A/Succession.• Partner closely with the Asset Mark sales team members to… Show more • Provide comprehensive business consulting and practice management recommendations, solutions and expertise to financial advisors in order to better position for firm growth, scale and client success.• Deliver consulting solutions and implementation strategies spanning areas including: strategic business planning, client experience, financial management, operations, human capital, branding, marketing and M&A/Succession.• Partner closely with the Asset Mark sales team members to deliver unparalleled consulting value, drive client awareness and deepen partnerships while also developing direct business strategies, making recommendations and identifying targeted solutions.• Host and deliver live in-person or virtual presentations via public speaking engagements at firm conferences, partner firm conferences and other industry events. Show less
Jul 2020 - Sep 2022
Associate Consultant - Assetmark Business Consulting And Practice Management
• Provided strategic recommendation and resource direction to Financial Advisors to help build better, more efficient businesses while positioning for growth and client success.• Delivered consulting solutions and implementation strategies spanning areas including: business planning and strategy, financial management, operations, human capital, branding and marketing.• Collaborated with Sales Team to develop and deepen Advisor relationships to improve client loyalty, drive… Show more • Provided strategic recommendation and resource direction to Financial Advisors to help build better, more efficient businesses while positioning for growth and client success.• Delivered consulting solutions and implementation strategies spanning areas including: business planning and strategy, financial management, operations, human capital, branding and marketing.• Collaborated with Sales Team to develop and deepen Advisor relationships to improve client loyalty, drive growth and improve asset retention.• Presented at public speaking engagements to drive awareness and comprehension of AssetMark's Business Consulting offering. Show less
Jan 2019 - Jul 2020
Gold Team Relationship Manager - Assetmark Advisor Services
• Provided strategic recommendations on investment platform operational capabilities to internal financial advisors and their respective offices that maintain over $25 million in assets under management by contributing solutions for external clients that ultimately results in the appreciation of their financial assets.• Partnered with Regional Sales Consultants (4) and Internal Sales Consultants (4) to support, train, and troubleshoot all operational inquiries and requests.•… Show more • Provided strategic recommendations on investment platform operational capabilities to internal financial advisors and their respective offices that maintain over $25 million in assets under management by contributing solutions for external clients that ultimately results in the appreciation of their financial assets.• Partnered with Regional Sales Consultants (4) and Internal Sales Consultants (4) to support, train, and troubleshoot all operational inquiries and requests.• Represented the values of the company by effectively communicating with internal and external clients and delivering expedient industry-best resolutions. Show less
Oct 2017 - Jan 2019
Regional Relationship Manager (Southwest) - Assetmark Advisor Services
• Provided recommendations on investment platform operational capabilities to internal financial advisors and their respective offices by contributing solutions for external clients that ultimately results in the appreciation of their financial assets.• Partnered with Regional Sales Consultants (3) and Internal Sales Consultants (3) covering territories spanning across Arizona, California, Nevada, and Utah to support, train, and troubleshoot all operational client inquiries and… Show more • Provided recommendations on investment platform operational capabilities to internal financial advisors and their respective offices by contributing solutions for external clients that ultimately results in the appreciation of their financial assets.• Partnered with Regional Sales Consultants (3) and Internal Sales Consultants (3) covering territories spanning across Arizona, California, Nevada, and Utah to support, train, and troubleshoot all operational client inquiries and requests.• Represented the values of the company by effectively communicating with internal and external clients and delivering expedient industry-best resolutions. Show less
Aug 2015 - Oct 2017
Relationship Manager - Assetmark Advisor Services
• Managed and cultivated relationships with Financial Advisors and respective offices by consulting on investment platform operational capabilities.• Analyzed and aligned Financial Advisors’ expectations with process efficiency on all platform-related content.• Effectively communicated and delivered industry-best issue resolution.
Jan 2015 - Aug 2015
2 education records
Brandon Kaplan, Cfp® education
Bachelor Of Science - Bs, Finance, General
Education record
FAQ
Frequently asked questions about Brandon Kaplan, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brandon Kaplan, Cfp® work for?
Brandon Kaplan, Cfp® works for EPIC Holistic Partners.
What is Brandon Kaplan, Cfp®'s role at EPIC Holistic Partners?
Brandon Kaplan, Cfp® is listed as Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners at EPIC Holistic Partners.
Where is Brandon Kaplan, Cfp® based?
Brandon Kaplan, Cfp® is based in Scottsdale, Arizona, United States while working with EPIC Holistic Partners.
What companies has Brandon Kaplan, Cfp® worked for?
Brandon Kaplan, Cfp® has worked for Epic Holistic Partners, Paradise Valley Wealth Management, Inc., Liqd Investments, and Assetmark.
How can I contact Brandon Kaplan, Cfp®?
You can use AeroLeads to view verified contact signals for Brandon Kaplan, Cfp® at EPIC Holistic Partners, including work email, phone, and LinkedIn data when available.
What schools did Brandon Kaplan, Cfp® attend?
Brandon Kaplan, Cfp® holds Bachelor Of Science - Bs, Finance, General from California State University, Northridge.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial