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

How (And Why) To Prioritize Debt Repayment

September 3, 2019

77% of Americans are in debt, according to the Northwest Mutual Planning and Progress 2018 survey. Debt is one of the key players in today’s financial landscape. It impacts what you are able and unable to do. But being in debt influences more than just your finances, it also plays a significant role in your …

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The post How (And Why) To Prioritize Debt Repayment appeared first on Wealth Habits.

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5 Things to Know Before Your Stock Options Vest

August 15, 2019

Your employee stock option plan is a crucial piece of your overall benefits package, therefore it is important to understand what it is and how you can use it to your advantage.  In the last post, we reviewed what employee stock options were and the terms you need to know to understand your plan correctly. …

5 Things to Know Before Your Stock Options Vest Read More »

The post 5 Things to Know Before Your Stock Options Vest appeared first on Wealth Habits.

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4 Money Conversations To Have With Your Kids

August 1, 2019

Communication is one of the most important tools in any relationship. Whether it be your spouse, children, friends, or coworkers, good communication can go a long way to establishing trust, honesty, and openness, strengthening your relationships.  But communication isn’t always easy, especially where finances are concerned. So many people are uncomfortable talking about money with …

4 Money Conversations To Have With Your Kids Read More »

The post 4 Money Conversations To Have With Your Kids 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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