Kaplan Wealth Management Employee Directory

Q: What is Kaplan Wealth Management known for?

Kaplan Wealth Management was founded in 1986. Kaplan Wealth Management operates in the Financial Services industry.

Q: How many employees does Kaplan Wealth Management have currently?

Kaplan Wealth Management has approximately 2 employees.

Financial ServicesVirginia, United States2-10 Employees

Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management ensures all your financial needs are considered from the accumulation of assets to the management of wealth.

Find Kaplan Wealth Management employees' phone numbers or email addresses

Kaplan Wealth Management Global Highlights

North America
4

United States Of America
4

Kaplan Wealth Management's Leadership

B. K.
Owner
Mobile Phone
Email
K. T.
Relationship Manager
Mobile Phone
Email
B. K.
Financial Advisor
Mobile Phone
Email
S. K.
Financial Advisor
Mobile Phone
Email

Kaplan Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Kaplan Wealth Management

Name

Title

Contact Info

Location

Last Update

B. K.
Owner
Mobile Phone
Email
United StatesVirginia
Apr 25, 2025
K. T.
Relationship Manager
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 30, 2025
B. K.
Financial Advisor
Mobile Phone
Email
United StatesVirginia
Feb 17, 2026
S. K.
Financial Advisor
Mobile Phone
Email
United StatesVirginia
Feb 18, 2026

Frequently Asked Questions

What is Kaplan Wealth Management known for?

Kaplan Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 11107 Sunset Hills Road #110 Reston, Virginia 20190 United States. Explore Kaplan Wealth Management's company overview page for more information.

What is Kaplan Wealth Management's most common email format?

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

How many employees does Kaplan Wealth Management have currently?

Kaplan Wealth Management has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Kaplan Wealth Management's key employees and leadership?

As of February 2026, Kaplan Wealth Management's key employees include:

Owner: B. K.
Relationship Manager: K. T.
Financial Advisor: B. K.
Financial Advisor: S. K.

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