Brandon Kaplan, Cfp®

Brandon Kaplan, Cfp® Email and Phone Number

Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners @ EPIC Holistic Partners
Brandon Kaplan, Cfp®'s Location
Scottsdale, Arizona, United States, United States
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

Brandon Kaplan, Cfp®'s Current Company Details
EPIC Holistic Partners

Epic Holistic Partners

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Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional at EPIC Holistic Partners
Brandon Kaplan, Cfp® Work Experience Details
  • Epic Holistic Partners
    Financial Advisor
    Epic Holistic Partners May 2024 - Present
    Scottsdale, Arizona, United States
  • Paradise Valley Wealth Management, Inc.
    Financial Advisor
    Paradise Valley Wealth Management, Inc. 2022 - 2023
    Paradise Valley, Arizona, United States
  • Liqd Investments
    Financial Advisor
    Liqd Investments 2022 - 2023
    Scottsdale, Arizona, United States
  • Assetmark
    Business Consultant - Assetmark Business Consulting And Practice Management
    Assetmark Jul 2020 - Sep 2022
    Phoenix, 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
  • Assetmark
    Associate Consultant - Assetmark Business Consulting And Practice Management
    Assetmark Jan 2019 - Jul 2020
    Chicago, 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
  • Assetmark
    Gold Team Relationship Manager - Assetmark Advisor Services
    Assetmark Oct 2017 - Jan 2019
    Remote
    • 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
  • Assetmark
    Regional Relationship Manager (Southwest) - Assetmark Advisor Services
    Assetmark Aug 2015 - Oct 2017
    Phoenix, 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
  • Assetmark
    Relationship Manager - Assetmark Advisor Services
    Assetmark Jan 2015 - Aug 2015
    Phoenix, 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

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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