Gabriel Kaplan, Cpa Cfp® Email & Phone Number

Currently helping people at startups figure out how to exercise and divest company stock (NQSOs & ISOs) in a tax-efficient way. --------------------------------------------I provide integrated investment management and financial planning. I specialize in helping young professionals and small business owners nation-wide figure out the optimal ways to allocate their savings among investments for retirement, college funding for children, shorter-term savings goals like buying a home, and other longer-term dreams and aspirations.As a CPA and former big accounting firm Tax Advisor, my experience can help you navigate through the intricacies of tax planning, especially around stock options and small business owner issues.My academic background affords me insight into a broad base of businesses; I have earned advanced degrees in Finance, Taxation, and Engineering. While English is my primary language, I am also fluent in Spanish and conversational in both Hebrew and Swedish.

Listed skills include Financial Modeling, Investments, Financial Analysis, Due Diligence, and 17 others.