Nicholas Kaplan, Cpa, Cfp®

Nicholas Kaplan, Cpa, Cfp® Email and Phone Number

Director of Wealth Management at Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals @ Cornerstone Wealth Management
westlake, ohio, united states
Nicholas Kaplan, Cpa, Cfp®'s Location
Strongsville, Ohio, United States, United States
Nicholas Kaplan, Cpa, Cfp®'s Contact Details

Nicholas Kaplan, Cpa, Cfp® work email

Nicholas Kaplan, Cpa, Cfp® personal email

n/a
About Nicholas Kaplan, Cpa, Cfp®

Nicholas Kaplan, Cpa, Cfp® is a Director of Wealth Management at Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals at Cornerstone Wealth Management. He possess expertise in writing, powerpoint, cpa, latin, accounting and 57 more skills.

Nicholas Kaplan, Cpa, Cfp®'s Current Company Details
Cornerstone Wealth Management

Cornerstone Wealth Management

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Director of Wealth Management at Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
westlake, ohio, united states
Website:
cornerstonewealthmgmt.com
Employees:
7
Nicholas Kaplan, Cpa, Cfp® Work Experience Details
  • Cornerstone Wealth Management
    Director Of Wealth Management
    Cornerstone Wealth Management Jul 2022 - Present
    Westlake, Ohio, United States
    View
  • Mai Capital Management, Llc
    Wealth Advisor
    Mai Capital Management, Llc Feb 2019 - Jun 2022
    Cleveland/Akron, Ohio Area
    View
  • Mai Capital Management, Llc
    Tax Advisor
    Mai Capital Management, Llc Aug 2016 - Jan 2019
    Cleveland/Akron, Ohio Area
    View
  • Hw&Co. | Cpas & Advisors
    Senior Tax Accountant
    Hw&Co. | Cpas & Advisors Jan 2013 - Jul 2016
    Beachwood, Ohio
    View
  • Plante Moran
    Audit And Assurance
    Plante Moran Jan 2011 - Apr 2011
    Cleveland, Ohio
    View

Nicholas Kaplan, Cpa, Cfp® Skills

Writing Powerpoint Cpa Latin Accounting Art Obtain Admissions Economics Allot Composition Undergraduate National Honor Society Applications Tax Students Government Laminating Communication Academic Trade Unions English English Literature Management Accounting Finance Windows Vista Marketplace Piano Verifying Operations Values Aid Business Administration United Kingdom Microsoft Office Programming Microsoft Word Microsoft Excel Ohio Temporary Placement Organizational Behavior Literature Machining Student Financial Aid Scholarships Windows Xp Financial Analysis Travel Budgets American Science Tax Returns Graduate Students Short Parenthood Eligibility Statistics Loans Composed London Country Databases

Nicholas Kaplan, Cpa, Cfp® Education Details

Frequently Asked Questions about Nicholas Kaplan, Cpa, Cfp®

What company does Nicholas Kaplan, Cpa, Cfp® work for?

Nicholas Kaplan, Cpa, Cfp® works for Cornerstone Wealth Management

What is Nicholas Kaplan, Cpa, Cfp®'s role at the current company?

Nicholas Kaplan, Cpa, Cfp®'s current role is Director of Wealth Management at Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals.

What is Nicholas Kaplan, Cpa, Cfp®'s email address?

Nicholas Kaplan, Cpa, Cfp®'s email address is ni****@****wco.com

What schools did Nicholas Kaplan, Cpa, Cfp® attend?

Nicholas Kaplan, Cpa, Cfp® attended College For Financial Planning, John Carroll University, John Carroll University, Saint Ignatius High School, Regent's University London.

What skills is Nicholas Kaplan, Cpa, Cfp® known for?

Nicholas Kaplan, Cpa, Cfp® has skills like Writing, Powerpoint, Cpa, Latin, Accounting, Art, Obtain, Admissions, Economics, Allot, Composition, Undergraduate.

Who are Nicholas Kaplan, Cpa, Cfp®'s colleagues?

Nicholas Kaplan, Cpa, Cfp®'s colleagues are Edmund Malone, Christina Kyrkos Fanourakis, Mba, Cfp®, David Gomersall, Alicia Zirkes, Megan Wells Rojka, Nick Dionisos.

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