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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.

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

Kaplan Financial & Insurance Services Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Kaplan Financial & Insurance Services's Leadership

  • Executive Vice President at Kaplan Financial & Insurance Services
    L. K.
    Executive Vice President
    Mobile Phone
  • Contracts Manager (procurement, Vendor Management, Risk Management & Stakeholder Management) at Kaplan Financial & Insurance Services
    E. C. T.
    Contracts Manager (procurement, Vendor Management, Risk Management & Stakeholder Management)
    Mobile Phone
  • Financial Services Analyst at Kaplan Financial & Insurance Services
    J. P.
    Financial Services Analyst
    Mobile Phone
  • Client Service Associate at Kaplan Financial & Insurance Services
    B. J.
    Client Service Associate
    Mobile Phone

Kaplan Financial & Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Finance

Contact profiles from Kaplan Financial & Insurance Services

Name
Title
Contact
Location
Last Update
  • Executive Vice President at Kaplan Financial & Insurance Services
    L. K.
    Executive Vice President
    Mobile Phone
    Sep 18, 2025
  • Contracts Manager (procurement, Vendor Management, Risk Management & Stakeholder Management) at Kaplan Financial & Insurance Services
    E. C. T.
    Contracts Manager (procurement, Vendor Management, Risk Management & Stakeholder Management)
    Mobile Phone
    United Kingdom, England
    Feb 20, 2026
  • Financial Services Analyst at Kaplan Financial & Insurance Services
    J. P.
    Financial Services Analyst
    Mobile Phone
    Nov 11, 2025
  • Client Service Associate at Kaplan Financial & Insurance Services
    B. J.
    Client Service Associate
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Kaplan Financial & Insurance Services known for?

Minus sign iconPlus sign iconKaplan Financial & Insurance Services was founded in 1990 and operates in the Financial Services industry. You can contact Kaplan Financial & Insurance Services's 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?

Minus sign iconPlus sign iconKaplan Financial & Insurance Services employees' email format typically follows the pattern of First@kaplanfinancial.net. 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?

Minus sign iconPlus sign iconKaplan Financial & Insurance Services has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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

  • Executive Vice President: L. K.
  • Contracts Manager (procurement, Vendor Management, Risk Management & Stakeholder Management): E. C. T.
  • Financial Services Analyst: J. P.
  • Client Service Associate: B. J.

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