Gabriel Kaplan, CFP®, CPA Wealth Habits

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About Gabriel Kaplan, CFP®, CPA

I’m Gabriel Kaplan, CFP® CPA, and the founder of Wealth Habits. My firm provides virtual financial planning services and investment management to rising professionals and business owners across the country. I focus on clients that are financially motivated, place a high value on their time, and want holistic advice, tailored to their unique situation.

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

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

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 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 (when not in a pandemic).

Credentials and Education:
– Certified Financial Planner ™
– Certified Public Accountant (CPA)
– MBA from NYU Stern School of Business
– Masters in Business Taxation from the University of 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
  • Parents

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $500+/qtr
  • Flat Fee: $750+/engagement
  • Hourly Fee: $275+/hr
  • Assets Under Management: 0.35%

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