Susan Kaplan
Susan Kaplan is the President of Kaplan Financial Services in Newton, Massachusetts with LPL Financial. Susan is a 40-year veteran of the wealth management business and a leading figure in the financial advisory industry. She leads her team in providing superior portfolio management and interpersonal focus on their clients and their families. Prior to Kaplan Financial Services, she was President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years. She also headed the internship program at Boston University’s Financial Planning program for 10 years. In addition to her work, Susan has spoken at major national meetings and has been featured in numerous financial journals.
Susan Kaplan Professional Experience / Academic History
Professional Experience
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Founder and President
Academic History
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M.B.A., Finance
CURRENT AFFILIATIONS
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020-2025
Forbes Best-in-State Wealth Advisors, 2025
Forbes America's Top Women Wealth Advisors, 2025
Barron's Hall of Fame
Barron's Top 100 Financial Advisors, 2012-2025
Barron's Top 100 Financial Advisors, 2012-2025
Barron's Top 1200 Financial Advisors, 2014-2025
MEDIA & PUBLICATIONS
Susan has been featured in Louis Rukeyser’s Wall Street and Mutual Fund publications, as well as numerous other financial journals.
She has spoken at major national meetings and at the CNBC / Fidelity Money Show and co-hosted The Money Show, on WTKK–96.9 FM.
She has appeared on Bloomberg News, CNBC, WGBH, and Channels 4, 5, and 7.