Howard Kaplan Email & Phone Number

Howard Kaplan is the Owner, Team Leader, and Financial Advisor of Riegel Financial’s Cincinnati office. He has nearly 30 years of experience specializing in Wealth Management Strategies for families. He holds Series 7, 63, and 66 securities licenses and has attained the Certified Investment Management Analyst® designation through the Investment & Wealth Institute and the Accredited Investment Fiduciary® designation. He helps clients pursue their goals and objectives by following a disciplined methodology. As part of the methodology, he begins by learning more about you, your story, and your financial circumstances. My team and I then develop and implement a diversified investment strategy, periodically reviewing it, and making sure we are keeping with your short-term and long-term goals.Typically the clients I work with are...Individuals and their familiesSmall businesses Non-profit organizations

Listed skills include Financial Services and Services.