Robert Kaplan, Cfp Email & Phone Number

Since 1990, Kaplan Financial & Insurance Services has been providing comprehensive financial services specialized to address the unique needs of physicians and medical residents nationwide. We are proud to be included by Forbes in their first-ever ranking of America's Top Financial Security Professionals. We are pleased to be the exclusive provider of the Guardian Guaranteed Standard Issue (GSI) Plan for residents and fellows training at UCLA Medical Center, UCSF Medical Center, UC Irvine Medical Center, Mayo Clinic, MassGeneral, Kaiser Permanente, UChicago Medicine, NewYork-Presbyterian (Columbia & Weill Cornell), Dartmouth-Hitchcock, University of Virginia, and have access to over 70 additional GSI programs at training hospitals throughout the country.With more than 4,000 physician clients nationwide, our in-depth understanding of physicians’ financial planning needs allows us to deliver individually tailored financial strategies that are anchored in both experience and expertise. We help you to identify and quantify your long-term financial goals, design a sound strategy to pursue them, and ensure that the strategy is properly implemented and managed, so that you have the freedom to enjoy more of what is important to you.Contact us today at 818.783.6620 to learn how Kaplan Financial can help you pursue your financial goals.Robert Kaplan is a registered representative with and securities & financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit www.kaplanfinancial.net.As an insurance broker, we are appointed with Guardian Life, Berkshire Life, Principal Financial, MassMutual, MetLife, The Standard, Ameritas, Unum, Pacific Life, Banner Life, Transamerica Life, and many others.Specialties: Investments and wealth management, retirement planning, “own occupation” disability and life insurance, taxes, and comprehensive financial planning services for physicians.

Listed skills include Disability Insurance, Wealth Management, Retirement Planning, Personal Financial Planning, and 32 others.