Nicholas Kaplan, Cpa, Cfp®
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Nicholas Kaplan, Cpa, Cfp® Email & Phone Number

Director of Wealth Management at Cornerstone Wealth Management
Location: Strongsville, Ohio, United States 5 work roles 5 schools
1 work email found @cornerstonewealthmgmt.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@cornerstonewealthmgmt.com
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Current company
Cornerstone Wealth Management
Role
Director of Wealth Management
Location
Strongsville, Ohio, United States
Company size
7 employees

Who is Nicholas Kaplan, Cpa, Cfp®? Overview

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Quick answer

Nicholas Kaplan, Cpa, Cfp® is listed as Director of Wealth Management at Cornerstone Wealth Management, a with 7 employees, based in Strongsville, Ohio, United States. AeroLeads shows a work email signal at cornerstonewealthmgmt.com and a matched LinkedIn profile for Nicholas Kaplan, Cpa, Cfp®.

Nicholas Kaplan, Cpa, Cfp® previously worked as Wealth Advisor at Mai Capital Management, Llc and Tax Advisor at Mai Capital Management, Llc. Nicholas Kaplan, Cpa, Cfp® holds Cfp Certification Education Program from College For Financial Planning.

Company email context

Email format at Cornerstone Wealth Management

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*@cornerstonewealthmgmt.com
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AeroLeads found 1 current-domain work email signal for Nicholas Kaplan, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nicholas Kaplan, Cpa, Cfp®

Nicholas Kaplan, Cpa, Cfp® is a Director of Wealth Management at Cornerstone Wealth Management. He possess expertise in writing, powerpoint, cpa, latin, accounting and 57 more skills.

Listed skills include Writing, Powerpoint, Cpa, Latin, and 58 others.

Current workplace

Nicholas Kaplan, Cpa, Cfp®'s current company

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

Cornerstone Wealth Management
Cornerstone Wealth Management
Director of Wealth Management
westlake, ohio, united states
Website
cornerstonewealthmgmt.com
Employees
7
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5 roles

Nicholas Kaplan, Cpa, Cfp® work experience

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

Audit And Assurance

Plante Moran

Cleveland, Ohio

Jan 2011 - Apr 2011
Team & coworkers

Colleagues at Cornerstone Wealth Management

Other employees you can reach at cornerstonewealthmgmt.com. View company contacts for 7 employees →

MW Megan Wells Rojka Megan Wells Rojka Colleague at Cornerstone Wealth ManagementWestlake, Ohio, United States View → DG David Gomersall David Gomersall Colleague at Cornerstone Wealth ManagementWestlake, Ohio, United States View → AZ Alicia Zirkes Alicia Zirkes Colleague at Cornerstone Wealth ManagementWestlake, Ohio, United States View → ND Nick Dionisos Nick Dionisos Colleague at Cornerstone Wealth ManagementWestlake, Ohio, United States View → EM Edmund Malone Edmund Malone Colleague at Cornerstone Wealth ManagementCleveland, Ohio, United States View → CK Christina Kyrkos Fanourakis, Mba, Cfp® Christina Kyrkos Fanourakis, Mba, Cfp® Colleague at Cornerstone Wealth ManagementWestlake, Ohio, United States View →
5 education records

Nicholas Kaplan, Cpa, Cfp® education

FAQ

Frequently asked questions about Nicholas Kaplan, Cpa, Cfp®

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

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 Cornerstone Wealth Management?

Nicholas Kaplan, Cpa, Cfp® is listed as Director of Wealth Management at Cornerstone Wealth Management.

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

AeroLeads has found 1 work email signal at @cornerstonewealthmgmt.com for Nicholas Kaplan, Cpa, Cfp® at Cornerstone Wealth Management.

Where is Nicholas Kaplan, Cpa, Cfp® based?

Nicholas Kaplan, Cpa, Cfp® is based in Strongsville, Ohio, United States while working with Cornerstone Wealth Management.

What companies has Nicholas Kaplan, Cpa, Cfp® worked for?

Nicholas Kaplan, Cpa, Cfp® has worked for Cornerstone Wealth Management, Mai Capital Management, Llc, Hw&Co. | Cpas & Advisors, and Plante Moran.

Who are Nicholas Kaplan, Cpa, Cfp®'s colleagues at Cornerstone Wealth Management?

Nicholas Kaplan, Cpa, Cfp®'s colleagues at Cornerstone Wealth Management include Megan Wells Rojka, David Gomersall, Alicia Zirkes, Nick Dionisos, and Edmund Malone.

How can I contact Nicholas Kaplan, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Nicholas Kaplan, Cpa, Cfp® at Cornerstone Wealth Management, including work email, phone, and LinkedIn data when available.

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

Nicholas Kaplan, Cpa, Cfp® holds Cfp Certification Education Program from College For Financial Planning.

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

Nicholas Kaplan, Cpa, Cfp® is listed with skills including Writing, Powerpoint, Cpa, Latin, Accounting, Art, Obtain, and Admissions.

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