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

Building an Emergency Fund

May 27, 2020

Table of Contents Do You Have an Emergency Fund? Tips for How to Get Started Many Americans go into debt as a result of unexpected expenses each year. In fact, in a frequently quoted study by the Federal Reserve, in 2017, 40% of Americans couldn’t afford a $400 unexpected expense without selling something or going …

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Tax Basics

May 20, 2020

Table of Contents Tax season is a high risk, high reward time of year. Unfortunately, if you – like many – find yourself perplexed by borderline unintelligible tax codes, you may fall victim to penalties and legal repercussions from the IRS. Having a firm grasp of the tax code at all levels of government, on …

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Grocery Bill Hacks

May 13, 2020

Table of Contents Eat Healthy or Eat Cheap? You Can Do Both with These Money-Saving Tips We may think that we need to make a choice about whether to eat healthy or to eat cheap, but saving money doesn’t have to mean sacrificing quality. If you’re smart about your weekly trip to the supermarket you …

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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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