Senior Financial Planner
Current
Mar 2024 - Present
AeroLeads people directory · profile
Vanessa Kaplan, Mba, Cfp®, Cka® Email & Phone Number
Senior Financial Planner
at
Blue Trust
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planner
Location
Winter Park, Florida, United States
Who is Vanessa Kaplan, Mba, Cfp®, Cka®? Overview
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Quick answer
Vanessa Kaplan, Mba, Cfp®, Cka® is listed as Senior Financial Planner at Blue Trust, based in Winter Park, Florida, United States. AeroLeads shows a matched LinkedIn profile for Vanessa Kaplan, Mba, Cfp®, Cka®.
Vanessa Kaplan, Mba, Cfp®, Cka® previously worked as Financial Planner at Blue Trust and Financial Peace Coordinator at Ramsey Solutions, A Dave Ramsey Company. Vanessa Kaplan, Mba, Cfp®, Cka® holds Master Of Business Administration - Mba from Rollins College.
Company email context
Email format at Blue Trust
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Blue Trust
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Profile bio
About Vanessa Kaplan, Mba, Cfp®, Cka®
Vanessa Kaplan, Mba, Cfp®, Cka® is a Senior Financial Planner at Blue Trust.
Current workplace
Vanessa Kaplan, Mba, Cfp®, Cka®'s current company
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12 roles
Vanessa Kaplan, Mba, Cfp®, Cka® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Jan 2018 - Mar 2024
Financial Peace Coordinator
- Guiding families through foundational budget tools and practices
- Motivating young individual and families to become debt free and give generously
- Facilitating discussions regarding biblical principles in finances
Jun 2017 - Nov 2019
Corporate Accountant
- Efficient and accurate recording of all financial investments for The Cru Foundation
- Monthly reconciliation of $550M master bank account activity
- Consulting the global financial community of the organization and The Cru Foundation
- Precise completion of 80+ subsidiary monthly state Sales Tax Returns
May 2016 - Jan 2018
Donations Services Analysts
- Ensured daily deposits up to $2M are properly sent to corporate banking accounts
- Verified wire transfers from donors nationwide through corporate donor systems
- Assisted Team Leader with department wide testing of newly integrated software and training
Jun 2014 - May 2016
Sales Team Member
- Extensive research of prospective restaurant locations for implementation of iPads and company application
Oct 2013 - Dec 2014
Bookkeeper
- Tracked donations and prepared End of Year tax letters to donors and Board of Directors
- Allocated project funds and charged expenditures to appropriate accounts
Jan 2014 - May 2014
Merchandise Volunteer
Niagara Power Baseball
- Replenishing and updating records of all inventory items
- Selling and Tracking sold merchandise through company system
- Marketing and Promoting team merchandise via booth sales
- Balancing team credit card accounts
Jun 2013 - Aug 2013
Avid Discussion Leader
- Discuss and analyze content in the students’ entire curriculum
- Provide academic support for 45 students in groups of four to seven
- Constant communication and collaboration with students and teachers
- Helping high school students achieve quality work that will aid to their success in college
- Developing the academic and personal strength of AVID students
Oct 2012 - May 2013
Restaurant Server
- Take orders accurately & efficiently serve meals in a fast paced environment
- Training of new servers hired by management
- Resolving customer complaints and requests effectively
Mar 2009 - Jul 2012
Accounting Clerk/Receptionist
Amdg Amusements
- Customer Service/Problem Solving in arranging/resolving clashes in payments
- Receive/place orders and generate customer invoicing
- Update client records and inventory database
- Effectively organize agenda and appointments, generating reports, memos and other correspondence
Jan 2010 - Jul 2011
Disney College Intern/Attractions Operator
- Delivered efficient results under pressure and time restraints
- Successfully worked on individual initiative and as part of team
- Accomplished other responsibilities related to guest services
- Excellent in communicating with individuals from around the world
- Established professional relationships with customers, staff members, guests and team organizer
Jan 2008 - Apr 2008
2 education records
Vanessa Kaplan, Mba, Cfp®, Cka® education
Master Of Business Administration - Mba
Rollins College
Bachelor'S Degree, Accounting
Ave Maria University
FAQ
Frequently asked questions about Vanessa Kaplan, Mba, Cfp®, Cka®
Quick answers generated from the profile data available on this page.
What company does Vanessa Kaplan, Mba, Cfp®, Cka® work for?
Vanessa Kaplan, Mba, Cfp®, Cka® works for Blue Trust.
What is Vanessa Kaplan, Mba, Cfp®, Cka®'s role at Blue Trust?
Vanessa Kaplan, Mba, Cfp®, Cka® is listed as Senior Financial Planner at Blue Trust.
Where is Vanessa Kaplan, Mba, Cfp®, Cka® based?
Vanessa Kaplan, Mba, Cfp®, Cka® is based in Winter Park, Florida, United States while working with Blue Trust.
What companies has Vanessa Kaplan, Mba, Cfp®, Cka® worked for?
Vanessa Kaplan, Mba, Cfp®, Cka® has worked for Blue Trust, Ramsey Solutions, A Dave Ramsey Company, Cru, Uptown Network, and Place Of Hope In Haiti Inc.
How can I contact Vanessa Kaplan, Mba, Cfp®, Cka®?
You can use AeroLeads to view verified contact signals for Vanessa Kaplan, Mba, Cfp®, Cka® at Blue Trust, including work email, phone, and LinkedIn data when available.
What schools did Vanessa Kaplan, Mba, Cfp®, Cka® attend?
Vanessa Kaplan, Mba, Cfp®, Cka® holds Master Of Business Administration - Mba from Rollins College.
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