Bennett Kaplan
Financial Planner at Great Path Planning
- Role
- Financial Planner at Great Path Planning
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bennett Kaplan
Experienced CFP® specializing in helping high-net-worth clients achieve their financial goals. Committed to building strong relationships, creating tailored strategies, and providing thoughtful, personalized advice. Passionate about embracing innovation to improve the client and advisor experience and mentoring future advisors.
Experience
Financial Planner
Jul 2025 — Present · Charlotte, NC, US
Education
Tufts University
Veterinary Medicine
2014 — 2014
Lafayette College
Bachelor of Arts - BA, Psychology
2015 — 2019
University of Massachusetts Amherst
Sport and Fitness Administration/Management
2013 — 2013
Queen Mary University of London
Study Abroad, Psychology, Business, Politics
2018 — 2018
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