Kaplan Financial & Insurance Services

Financial ServicesCalifornia, United States2-10 Employees

Since 1990, Kaplan Financial & Insurance Services has been providing comprehensive financial services specialized to address the unique needs of physicians and medical residents nationwide. We are a leader in “own occupation” disability insurance. Robert Kaplan was recently ranked #105 by Forbes magazine as one of America's Top Financial Security Professionals.

With more than 4,000 physician clients nationwide, our in-depth understanding of physicians’ financial planning needs allows us to deliver individually tailored financial strategies that are anchored in both experience and expertise. We help you to identify and quantify your long-term financial goals, design a sound strategy to pursue them, and ensure that the strategy is properly implemented and managed, so that you have the freedom to enjoy more of what is important to you.

Contact us today at 818.783.6620 for a complementary consultation to learn more about how Kaplan Financial can help you pursue your financial goals.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC or a list of states in which I am registered to conduct securities business, please refer to our website.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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