Barry Kaplan
Principal and Wealth Manager @Modera Wealth Management
Atlanta, GA, US
EMAILS
b•••••@moderawealth.com
MOBILE NUMBERS
+14•••••••76
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WORK HISTORY
Jan 2017 — Present
Principal and Wealth Manager @Modera Wealth Management
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Atlanta, GE
EDUCATION
1977 — 1981
Emory University
DDS
1997 — 1999
College for Financial Planning
CFP, Financial Planning
1973 — 1977
Emory University
BS, Biology
SKILLS
401kHigh Net Worth IndividualsRetirement PlanningMutual FundsInvestment StrategiesRetirementFinancial AdvisoryPensionsPortfolio ManagementCash FlowRetirement Income StrategiesInvestmentsTaxWealth ManagementCharitable GivingPersonal FinanceAsset ProtectionStrategic Financial PlanningWealthEstate PlanningAsset ManagementAsset ManagmentFixed AnnuitiesAsset AllocationFinancial Planning
ABOUT BARRY KAPLAN
Modera provides thoughtful financial counsel to discerning individuals and organizations.…
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