Robert Kaplan
Helping physicians identify strategies to preserve their income, manage taxes, and plan for a successful retirement.
- Role
- Tax and Financial Advisor at Kaplan Financial & Insurance Services
- Location
- Los Angeles County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Kaplan
Since 1990, Kaplan Financial & Insurance Services has been providing comprehensive…
Experience
Tax and Financial Advisor
Kaplan Financial & Insurance Services
Jan 1990 — Present · Los Angeles, CA, US
Tax and Financial Advisor specializing in tax preparation and planning for physicians.
Education
California State University, Northridge
BS, Accounting
1982 — 1987
UCLA
PFP, Personal Financial Planning
1997 — 1999
Skills
- Term Life Insurance
- Strategic Financial Planning
- Disability Insurance
- Tax
- Variable Annuities
- Personal Financial Planning
- Universal Life
- Financial Advisory
- Mutual Funds
- Wealth Management
- Roth Ira
- Variable Life
- Retirement
- College Education Planning
- Insurance
- Whole Life
- Portfolio Management
- Tax Preparation
- Charitable Gift Planning
- Life Insurance
- Estate Planning
- Financial Services
- Financial Risk
- Long Term Care Insurance
- Investments
- Retirement Planning
- Public Speaking
- Accounting
- Leadership
- Finance
- Securities
- Management
- Financial Planning
- 401(K) Retirement Savings Plans
- 401k
- Financial Planners
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