Gabriel Kaplan, CFP®, CPA Wealth Habits

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About Gabriel Kaplan, CFP®, CPA

I’m Gabriel Kaplan, New York City-based CFP® CPA, and the founder of Wealth Habits. My primary specialty is working with rising professionals in the NYC Metro Area who are in the early-to-mid stages of their careers. I also work with entrepreneurs and small business owners across the country.

I provide my clients with practical financial planning and investment management services on an ongoing basis to help them build and protect wealth so they can provide the best opportunities for themselves and their families.

Common Questions
– How much should I be saving? What should I prioritize first?
– What are the tax consequences of XYZ?
– How much can I afford to spend on a home without affecting my other goals?
– What investments should I choose for my 403(b) / 401(k)?

Together we can clarify your priorities, establish your goals, figure out solutions, decide on a plan of action, and answer the above questions.

Bio:
I was born in Sweden and grew up in South America. After living and working internationally, I settled in NYC. I’m married to a neurologist, and we are planning on building a family. Prior to becoming a financial planner, I worked in asset management, tax, and consulting.

My interests are—hiking, running, photography, and going on food touring in new places.

Credentials and Education:
– Certified Financial Planner TM
– Certified Public Accountant (CPA)
– MBA from NYU Stern School of Business
– Masters in Business Taxation from Univ. Southern California
– BSE from the University of Pennsylvania

Beliefs:
– I am a straight talker who will give honest and unbiased answers
– I don’t believe in the one-size-fits-all approach
– My fee-only structure allows me to put my clients’ interests first
– I don’t accept any referral fees

If you are considering financial planning help, please set up a FREE consultation.

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Recently Published

Buying a Car

October 7, 2020

Owning a car can be a significant expense that eats into your bank account each month. Aside from the upfront purchase, you also have to worry about long-term expenses associated with maintenance, gasoline, and insurance coverage. Worry not – there are many strategies you can adopt to minimize costs. Below, we discuss the best time to buy a car, money-saving features, and more. With these tips and tricks, you can avoid paying too much, while staying on the road with a car that meets your needs.

The post Buying a Car appeared first on Wealth Habits.

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Managing Debt

September 30, 2020

Debt can be sneaky. Balances on loans and credit cards that accrue interest can force you to pay more than you anticipated, eat away at your monthly cash flow, and make it difficult to save for the future. And since debt lowers your total net worth, it can make achieving big-picture goals, like buying a house or car, more difficult. However, debt is practically inevitable in today’s financial landscape.

The post Managing Debt appeared first on Wealth Habits.

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Student Loan Guide

September 23, 2020

The cost of education continues to skyrocket, and there are no signs of prices leveling off anytime soon. A traditional four-year degree program leaves many students swimming in debt, and the price tag of pursuing an advanced degree makes the cost even harder to handle. Your choices about student loans begin even before you enter school, so understanding the process and making smart decisions now will impact how you deal with financial obligations after you graduate. Picking the right school and program, choosing the right loan, optimizing your repayment and consolidation, and taking advantage of assistance programs can all help to reduce your overall exposure.

The post Student Loan Guide appeared first on Wealth Habits.

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Ideal Clients

  • Business Owners
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $750+/engagement
  • Hourly Fee: $250+/hr
  • AUM: .75%

SEC Records

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