Barry Kaplan

Barry Kaplan Email and Phone Number

Principal and Wealth Manager, EA, CFP at Modera Wealth Management @ Modera Wealth Management, LLC
westwood, new jersey, united states
Barry Kaplan's Location
Atlanta Metropolitan Area, United States
Barry Kaplan's Contact Details

Barry Kaplan personal email

n/a
About Barry Kaplan

Modera provides thoughtful financial counsel to discerning individuals and organizations. We operate on a fee-only model that puts our clients’ needs ahead of our own. Modera manages over $4.95 billion in regulatory assets under management.Due to regulatory considerations, please note that I cannot accept any endorsements or recommendations. As a result, please do not endorse Modera Wealth Management, LLC or me or post any endorsements of either on my LinkedIn page. Also, please be advised that Modera Wealth Management, LLC and I are not responsible for any post here by any third party and do not encourage anyone to post here on our behalf.

Barry Kaplan's Current Company Details
Modera Wealth Management, LLC

Modera Wealth Management, Llc

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Principal and Wealth Manager, EA, CFP at Modera Wealth Management
westwood, new jersey, united states
Website:
moderawealth.com
Employees:
63
Barry Kaplan Work Experience Details
  • Modera Wealth Management, Llc
    Principal And Wealth Manager
    Modera Wealth Management, Llc Jan 2017 - Present
    Atlanta, Georgia
    View
  • Cambridge Wealth Counsel
    Wealth Manager, Chief Investment Officer, Cfp, Ea,
    Cambridge Wealth Counsel Jun 2003 - Dec 2016
    Greater Atlanta Area
  • Goldman Sachs Ayco Personal Financial Management
    Financial Planner
    Goldman Sachs Ayco Personal Financial Management Oct 2000 - Jun 2003
    View
  • Greenbriar Dental Care/Barry H Kaplan, Dds
    Dentist, Owner
    Greenbriar Dental Care/Barry H Kaplan, Dds Jun 1981 - Jun 2000

Barry Kaplan Skills

Estate Planning Retirement Planning Wealth Management Strategic Financial Planning Investments Retirement Asset Allocation Investment Strategies Financial Advisory Financial Planning Wealth Portfolio Management High Net Worth Individuals Personal Finance Asset Management Mutual Funds Tax 401k Pensions Fixed Annuities Cash Flow Asset Managment Retirement Income Strategies Asset Protection Charitable Giving

Barry Kaplan Education Details

Frequently Asked Questions about Barry Kaplan

What company does Barry Kaplan work for?

Barry Kaplan works for Modera Wealth Management, Llc

What is Barry Kaplan's role at the current company?

Barry Kaplan's current role is Principal and Wealth Manager, EA, CFP at Modera Wealth Management.

What is Barry Kaplan's email address?

Barry Kaplan's email address is ba****@****ern.com

What is Barry Kaplan's direct phone number?

Barry Kaplan's direct phone number is +167883*****

What schools did Barry Kaplan attend?

Barry Kaplan attended College For Financial Planning, Emory University, Emory University, Lakewood High School.

What skills is Barry Kaplan known for?

Barry Kaplan has skills like Estate Planning, Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, Financial Planning, Wealth, Portfolio Management.

Who are Barry Kaplan's colleagues?

Barry Kaplan's colleagues are Anna Bruder, Cfp®, Fpqp™, Rakhee Gor, Tina Mccullough, Laura Greene, Fpqp™, Erica Lyall, Cfp®️, Cdfa®️, Melissa Boyer, Cfp®, Ricp®, Victoria (Consoles) Tejeda, Cfp® , Ea.

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