What departments does Kaplan Financial & Insurance Services have?

Kaplan Financial & Insurance Services has employees across 1 departments including Analytics.

What is the largest department at Kaplan Financial & Insurance Services?

The largest department at Kaplan Financial & Insurance Services is Analytics with 2 employees.

Where are Kaplan Financial & Insurance Services employees located globally?

Kaplan Financial & Insurance Services has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Kaplan Financial & Insurance Services's team size changed over time?

Kaplan Financial & Insurance Services's team has grown from approximately 7 to 8 employees based on available data.

Kaplan Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Kaplan Financial & Insurance Services is a financial services firm focused on meeting the needs of physicians and medical residents across the United States. The firm emphasizes individualized financial planning and has particular strength in disability insurance designed to protect physicians' ability to practice, helping clients set long-term goals, design strategies, and manage their implementation. With more than 4,000 physician clients nationwide, it is based in Encino, California, and has operated since 1990.

Securities and financial planning services are provided through LPL Financial, a registered investment advisor. Forbes ranked founder Robert Kaplan #105 among America's Top Financial Security Professionals. The firm offers a complimentary consultation, with inquiries welcome at 818-783-6620.

Kaplan Financial & Insurance Services Global Highlights

North America
26

United States Of America
26

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Kaplan Financial & Insurance Services's Leadership

M. K.
General Partner
Mobile Phone
Email
L. K.
Executive Vice President
Mobile Phone
Email
S. G.
Director, Strategic Clients
Mobile Phone
Email
S. C.
Financial Analyst Manager
Mobile Phone
Email
E. D.
Client Services Associate
Mobile Phone
Email
J. P.
Financial Services Analyst
Mobile Phone
Email
B. J.
Client Service Associate
Mobile Phone
Email
L. G. V.
Client Services Associate
Mobile Phone
Email

Kaplan Financial & Insurance Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Finance

Contact profiles from Kaplan Financial & Insurance Services

Name

Title

Contact Info

Location

Last Update

M. K.
General Partner
Mobile Phone
Email
United StatesNew York
May 30, 2025
L. K.
Executive Vice President
Mobile Phone
Email
Sep 18, 2025
S. G.
Director, Strategic Clients
Mobile Phone
Email
United States
May 20, 2026
S. C.
Financial Analyst Manager
Mobile Phone
Email
United StatesNorth Dakota
Jun 02, 2026
E. D.
Client Services Associate
Mobile Phone
Email
United StatesMassachusetts
Mar 25, 2026
J. P.
Financial Services Analyst
Mobile Phone
Email
Nov 11, 2025
B. J.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
L. G. V.
Client Services Associate
Mobile Phone
Email
United StatesMassachusetts
Apr 02, 2026
J. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
Z. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Kaplan Financial & Insurance Services known for?

Kaplan Financial & Insurance Services was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 16030 Ventura Boulevard Suite 600 Encino, California 91436 United States; you can contact the main corporate office by phone at

+1-626-796-****

. Explore Kaplan Financial & Insurance Services's company overview page for more information.

What is Kaplan Financial & Insurance Services's most common email format?

Kaplan Financial & Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kaplan Financial & Insurance Services email formats with LeadIQ.

How many employees does Kaplan Financial & Insurance Services have currently?

Kaplan Financial & Insurance Services has approximately 5 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Kaplan Financial & Insurance Services's key employees and leadership?

As of June 2026, Kaplan Financial & Insurance Services's key employees include:

General Partner: M. K.
Executive Vice President: L. K.
Director, Strategic Clients: S. G.
Financial Analyst Manager: S. C.
Client Services Associate: E. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Kaplan Financial & Insurance Services Employee Directory

Find Kaplan Financial & Insurance Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead