Barry Kaplan
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Barry Kaplan Email & Phone Number

Principal and Wealth Manager, EA, CFP at Modera Wealth Management at Modera Wealth Management, LLC
Location: Atlanta Metropolitan Area, United States, United States 4 work roles 4 schools
1 work email found @moderawealth.com 4 phones found area 678, 201, and 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email b****@moderawealth.com
Direct phone (678) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Modera Wealth Management, LLC
Role
Principal and Wealth Manager, EA, CFP at Modera Wealth Management
Location
Atlanta Metropolitan Area, United States, United States
Company size
63 employees

Who is Barry Kaplan? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Barry Kaplan is listed as Principal and Wealth Manager, EA, CFP at Modera Wealth Management at Modera Wealth Management, LLC, a company with 63 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at moderawealth.com, phone signal with area code 678, 201, 770, and a matched LinkedIn profile for Barry Kaplan.

Barry Kaplan previously worked as Principal and Wealth Manager at Modera Wealth Management, Llc and Wealth Manager, Chief Investment Officer, CFP, EA, at Cambridge Wealth Counsel. Barry Kaplan holds Cfp from College For Financial Planning.

Company email context

Email format at Modera Wealth Management, LLC

This section adds company-level context without repeating Barry Kaplan's masked contact details.

*@moderawealth.com
71% confidence

AeroLeads found 1 current-domain work email signal for Barry Kaplan. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Estate Planning, Retirement Planning, Wealth Management, Strategic Financial Planning, and 21 others.

Current workplace

Barry Kaplan's current company

Company context helps verify the profile and gives searchers a useful next step.

Modera Wealth Management, LLC
Modera Wealth Management, Llc
Principal and Wealth Manager, EA, CFP at Modera Wealth Management
westwood, new jersey, united states
Website
moderawealth.com
Employees
63
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Company profile
View company profile Email format
4 roles

Barry Kaplan work experience

A career timeline built from the work history available for this profile.

Wealth Manager, Chief Investment Officer, Cfp, Ea,

Cambridge Wealth Counsel

Greater Atlanta Area

Jun 2003 - Dec 2016

Dentist, Owner

Greenbriar Dental Care/Barry H Kaplan, Dds
Jun 1981 - Jun 2000
Team & coworkers

Colleagues at Modera Wealth Management, LLC

Other employees you can reach at moderawealth.com. View company contacts for 63 employees →

MS Marley Smith (Turbett) Marley Smith (Turbett) Colleague at Modera Wealth Management, LlcGreater Philadelphia, United States View → MR Molly Rimes Molly Rimes Colleague at Modera Wealth Management, LlcNew York City Metropolitan Area, United States View → KS Kathleen Scala Kathleen Scala Colleague at Modera Wealth Management, LlcWestwood, New Jersey, United States, United States View → TM Tina Mccullough Tina Mccullough Colleague at Modera Wealth Management, LlcHavertown, Pennsylvania, United States, United States View → TS Tim S. Koehl, Cfp® Tim S. Koehl, Cfp® Colleague at Modera Wealth Management, LlcVienna, Virginia, United States, United States View → NC Nicole Cannone Wegman, Cfp® Nicole Cannone Wegman, Cfp® Colleague at Modera Wealth Management, LlcNew York City Metropolitan Area, United States View → BC Betsy Cunagin Betsy Cunagin Colleague at Modera Wealth Management, LlcAsheville, North Carolina, United States, United States View → MM Mutazz Muhammad Mutazz Muhammad Colleague at Modera Wealth Management, LlcAtlanta, Georgia, United States, United States View → LG Laura Greene, Fpqp™ Laura Greene, Fpqp™ Colleague at Modera Wealth Management, LlcJohns Island, South Carolina, United States, United States View → EY Erica Yount, Cfa, Cfp® Erica Yount, Cfa, Cfp® Colleague at Modera Wealth Management, LlcWaxhaw, North Carolina, United States, United States View →
4 education records

Barry Kaplan education

FAQ

Frequently asked questions about Barry Kaplan

Quick answers generated from the profile data available on this page.

What company does Barry Kaplan work for?

Barry Kaplan works for Modera Wealth Management, LLC.

What is Barry Kaplan's role at Modera Wealth Management, LLC?

Barry Kaplan is listed as Principal and Wealth Manager, EA, CFP at Modera Wealth Management at Modera Wealth Management, LLC.

What is Barry Kaplan's email address?

AeroLeads has found 1 work email signal at @moderawealth.com for Barry Kaplan at Modera Wealth Management, LLC.

What is Barry Kaplan's phone number?

AeroLeads has found 4 phone signal(s) with area code 678, 201, 770 for Barry Kaplan at Modera Wealth Management, LLC.

Where is Barry Kaplan based?

Barry Kaplan is based in Atlanta Metropolitan Area, United States, United States while working with Modera Wealth Management, LLC.

What companies has Barry Kaplan worked for?

Barry Kaplan has worked for Modera Wealth Management, Llc, Cambridge Wealth Counsel, Goldman Sachs Ayco Personal Financial Management, and Greenbriar Dental Care/Barry H Kaplan, Dds.

Who are Barry Kaplan's colleagues at Modera Wealth Management, LLC?

Barry Kaplan's colleagues at Modera Wealth Management, LLC include Marley Smith (Turbett), Molly Rimes, Kathleen Scala, Tina Mccullough, and Tim S. Koehl, Cfp®.

How can I contact Barry Kaplan?

You can use AeroLeads to view verified contact signals for Barry Kaplan at Modera Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Barry Kaplan attend?

Barry Kaplan holds Cfp from College For Financial Planning.

What skills is Barry Kaplan known for?

Barry Kaplan is listed with skills including Estate Planning, Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Retirement, Asset Allocation, and Investment Strategies.

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