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MEMBER PROFILE

 

Candace Kaplan

Kaplan Financial Group, LLC

 

Member profile details

Membership level
DC Metro
First name
Candace
Last name
Kaplan
Title
CEO
Company
Kaplan Financial Group, LLC
 

CONTACT INFORMATION

City
Bethesda
State
Maryland
 

PROFILE INFORMATION

Call me when
you or your client wants to create or maintain a legacy.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Employee benefits
  • Estate planning
  • Family business
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Telecommunications
Professional Certification(s)
CFP, RHU, ChFC
In Business Since
1979
Business Focus
We create and Maintain Legacies for Families and Businesses
Client Results
We advise client companies on Benefits for Employees, and Financial Planning for the Owners, and Key People
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