Brandon Kaplan, Cfp® Email and Phone Number
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
Epic Holistic Partners
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Financial AdvisorEpic Holistic Partners May 2024 - PresentScottsdale, Arizona, United States -
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Business Consultant - Assetmark Business Consulting And Practice ManagementAssetmark Jul 2020 - Sep 2022Phoenix, Arizona, United States• 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 -
Associate Consultant - Assetmark Business Consulting And Practice ManagementAssetmark Jan 2019 - Jul 2020Chicago, Illinois And Phoenix, Arizona• 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 -
Gold Team Relationship Manager - Assetmark Advisor ServicesAssetmark Oct 2017 - Jan 2019Remote• 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 -
Regional Relationship Manager (Southwest) - Assetmark Advisor ServicesAssetmark Aug 2015 - Oct 2017Phoenix, Arizona• 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 -
Relationship Manager - Assetmark Advisor ServicesAssetmark Jan 2015 - Aug 2015Phoenix, Arizona• 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.
Brandon Kaplan, Cfp® Education Details
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Finance, General
Frequently Asked Questions about Brandon Kaplan, Cfp®
What company does Brandon Kaplan, Cfp® work for?
Brandon Kaplan, Cfp® works for Epic Holistic Partners
What is Brandon Kaplan, Cfp®'s role at the current company?
Brandon Kaplan, Cfp®'s current role is Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners.
What schools did Brandon Kaplan, Cfp® attend?
Brandon Kaplan, Cfp® attended California State University, Northridge, University Of Arizona.
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