Susan Kaplan
With over thirty years in the financial services industry, Susan Kaplan is the president of Kaplan Financial Services, a comprehensive wealth planning firm that provides in-depth retirement analyses, estate planning, educational analyses, and guidance and advice. Prior to founding Kaplan Financial Services, Susan became the former president and chair of the Certified Financial Planners in Boston and is on the board of directors of Boston University Program for Financial Planners.
Susan Kaplan Professional Experience / Academic History
Professional Experience
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Founder, President
Academic History
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MBA
- Forbes America's Top Wealth Advisors 2020
- Barron's Top 100 Financial Advisors 2012 - 2020
- Appeared on Bloomberg News, CNBC, WGBH, and Channels 4, 5, and 7
- Featured in the Wall Street Journal, Louis Rukeyser’s Wall Street and Mutual Fund
- Spoken at major national meetings and at the CNBC / Fidelity Money Show and co-hosted The Money Show, on WTKK –96.9 FM
- Kaplan has consistently been ranked among Barron’s Top Advisors lists, appearing in Barron’s Top Women Advisors, Top Advisors ranked state by state, and Top Independent Advisors rankings