Gabriel Kaplan, CFP®, CPA Wealth Habits
- 27 Claremont Road, Scarsdale, NY 10583
- (917) 789-1770
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.
– 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.
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
– 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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- Business Owners
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $200+/mo
- Quarterly Fee: $500+/qtr
- Flat Fee: $750+/engagement
- Hourly Fee: $275+/hr
- Assets Under Management: 0.35%