Editor in Chief of Clever Benjamins
Co-Owner of Kaplan Wealth Management, Inc.
Brad Kaplan has been a Certified Financial Planning™ Professional since 2007 and has been a financial advisor for the past 18 years. He has helped hundreds of families across the country pursue their financial goals and dreams. In 2012, Brad helped Kaplan Wealth Management overhaul their client experience. The process was arduous, but ultimately it helped to create an impactful client experience which in turn created much more meaningful relationships with their clients.
Brad will blog about financial topics, money effects all of our lives! But mainly hopes to share from his own life experiences in a fun and clever way. Live, Learn and Laugh!
Brad is an avid golfer and an admitted beach bum. He currently lives in Haymarket, VA with his wife Bethanie and two sons Brody and Lucas.
(703) 352-1780
(888) 777-0414
Clever Benjamins 