Susan Kaplan: Empowering Financial Success with Visionary Leadership and Transformative Financial Advisory
Susan Kaplan's approach to financial planning transcends the realm of wealth management. It's about empowering her clients to navigate every facet of their financial lives with confidence and clarity.
In the esteemed corridors of financial planning, where expertise and integrity reign supreme, Susan Kaplan stands as a luminary figure, guiding her clients toward prosperity with unwavering dedication and unparalleled insight. As a Certified Financial Planner™ and MBA graduate with high honors in Finance from Boston University, Kaplan's journey is a testament to the transformative power of personalized financial guidance.
With a career spanning over three decades, Kaplan has earned acclaim and recognition for her exceptional contributions to the field. From her role as President and Chairman of the Institute of Certified Financial Planners in Boston to her tenure as head of the internship program at Boston University’s Financial Planning program, Kaplan's leadership has left an indelible mark on the profession.
Kaplan's expertise extends far beyond accolades and titles; she is a trusted advisor and mentor to countless individuals seeking to navigate the complexities of financial planning. Her commitment to excellence is evident in her unwavering dedication to her clients' well-being and her relentless pursuit of innovative solutions tailored to their unique needs.
Susan Kaplan's Commitment to Financial Development Excellence
Susan Kaplan, serving as the President of Kaplan Financial Services in Newton, Massachusetts, embodies the epitome of financial planning excellence. With a career spanning decades, Kaplan has cultivated a reputation as a trusted advisor and visionary leader in the field. Her dedication to excellence is palpable in every aspect of her work, from personalized client interactions to strategic industry initiatives.
Throughout her tenure, Kaplan has amassed a wealth of achievements that underscore her unwavering commitment to the profession. As a Certified Financial Planner™ (CFP®) and MBA graduate with honors in Finance from Boston University, she brings a formidable blend of expertise and insight to her role. Kaplan's leadership extends beyond the confines of her firm, as evidenced by her impactful contributions to industry organizations such as the Institute of Certified Financial Planners in Boston and Boston University’s Financial Planning program.
Moreover, Kaplan's commitment to ongoing education and professional development sets her apart as a trailblazer in the financial planning arena. By staying abreast of the latest trends, regulations, and best practices, she ensures that her clients receive the highest standard of service and guidance.
Susan Kaplan's Approach to Business Planning
Kaplan's philosophy of financial planning extends beyond traditional asset management. She believes in the importance of understanding her clients' entire family dynamics and personal relationships to provide optimal recommendations. By offering comprehensive financial planning services, including retirement analysis, estate planning, and educational guidance, Kaplan ensures that her clients receive holistic support tailored to their individual needs.
Recognition and Acclaim
Susan Kaplan's unwavering dedication to excellence has not gone unnoticed in the financial world. Her expertise and professionalism have earned her national recognition from esteemed publications such as Barron’s, Forbes, Worth Magazine, and Medical Economics. Since 2000, Kaplan has consistently been honored as one of the top Financial Advisors, a testament to her exceptional abilities and contributions to the industry.
Furthermore, Kaplan's insights and expertise have been sought after by leading financial publications, including the Wall Street Journal, Louis Rukeyser’s Wall Street, and various Mutual Fund publications. Through her thoughtful analysis and profound understanding of financial matters, Kaplan has solidified her reputation as a trusted authority in the field.
In an industry driven by trust and credibility, Kaplan's recognition and acclaim serve as a testament to her unwavering commitment to her clients and the standards of excellence she upholds. Her ability to consistently deliver exceptional results and provide invaluable guidance has positioned her as a leader in the financial advisory realm.
Shaping Minds and Making a Difference
Susan Kaplan's influence extends far beyond the confines of traditional financial advisory. As a sought-after expert in financial matters, Kaplan has graced the screens of various media platforms, including NBC Nightly News, Bloomberg News, CNBC, and local channels 4, 5, and 7. Her insightful commentary and expertise have positioned her as a trusted authority in the financial realm, making her a frequent guest on major national meetings and a co-host of The Money Show on Boston's WTKK radio.
While Kaplan's professional achievements are commendable, it is her deep-seated commitment to serving her community that truly sets her apart. As a Trustee of esteemed institutions such as Beth Israel Deaconess Medical Center and the Museum of Science, Boston, Kaplan demonstrates her unwavering dedication to healthcare and education. Moreover, her philanthropic endeavors extend to organizations like Big Brothers Big Sisters, where she volunteers her time and expertise, showcasing her commitment to making a positive impact beyond the realm of finance. Through her media presence and community involvement, Kaplan exemplifies the true essence of leadership and altruism.
Susan Kaplan's Philosophy of Lifelong Financial Guidance
For Susan Kaplan, financial planning is not merely about managing assets; it's about cultivating enduring bonds based on trust and mutual respect. As a trusted advisor to her clients and their families, Kaplan plays a pivotal role in guiding them through life's myriad milestones and challenges. From pivotal moments like gifting and marriage to navigating the complexities of divorce and estate planning, Kaplan is a steadfast presence, offering invaluable support and guidance every step of the way.
Susan Kaplan's approach to financial planning transcends the realm of wealth management. It's about empowering her clients to navigate every facet of their financial lives with confidence and clarity. By fostering open communication and understanding, Kaplan ensures that her clients feel empowered to make informed decisions that align with their goals and values. Through her unwavering dedication to excellence and personalized service, Kaplan sets the standard for financial advisors nationwide, leaving a lasting impact on the lives of those she serves.
Susan Kaplan: President, Kaplan Financial Services
Susan Kaplan serves as the President of Kaplan Financial Services. She is a distinguished Certified Financial Planner™, attained her MBA in Finance with high honors from Boston University in 1985. Serving as President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years, she led the internship program at Boston University’s Financial Planning program for a decade.
Kaplan's philosophy of financial planning extends beyond traditional asset management. She believes in the importance of understanding her clients' entire family dynamics and personal relationships to provide optimal recommendations.
