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 July 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
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Vanessa Kaplan, Mba, Cfp®, Cka®'s masked contact details.
Blue Trust
Review company-level records connected to Vanessa Kaplan, Mba, Cfp®, Cka® before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial