Susan has been named on the following lists (based on assets under management, her contributions to the firmís revenues and indications of service quality) 

August 2014: Barron's Top 100 Independent Advisors - #32

June 2014: Barron's Top 100 Women Financial Advisors - #2

April 2014: Barron's Top 100 Financial Advisors - #76

March 2014: FT 400 Top Financial Advisors

February 2014: Barron's America's Top 1,200 Financial Advisors - #5

June 25, 2013 - Susan appeared on CNBC Fast Money

June 10, 2013 - Susan appeared on Fox Business New

June 2013: Barron's Top 100 Women Financial Advisors - #1

April 2013: Barron's Top 100 Financial Advisors - #86

April 2013: Financial Times Top 400 Financial Advisors for 2013

 February 2013: Barron's America's Top 1000 Financial Advisors - #4

Susan spoke at a meeting sponsored by The Financial Times at the New York Stock Exchange on October 17th. Her topic: Choosing the right asset classes and strategies for capital preservation and return generation.

June 2012: Barron's Top 100 Women Financial Advisors - #6

April 2012: Barron's Top 100 Financial Advisors - #74

February 2012: Barronís Americaís Top 1000 Financial Advisors by State - #2

February 2012: Registered Repís Top Women Advisors in 2011 - #1

 
 

 


Kaplan Financial Services, Inc.
2 Newton Executive Park
Ste 300 2227 Washington Street
Newton, MA 02462

Phone: (617) 527-1557
Fax: (617) 527-1720
Email: jessica.miranda@lpl.com

Whenever phones do not answer, we have a power outage or Verizon outage. Email or call Susanís cell phone: 617-817-7351 to reach us until the power returns.

 

 
 

Welcome to

 

Kaplan Financial Services is based in Newton, Massachusetts. It is a comprehensive wealth planning firm. The impetus for clients coming to the firm is always investments ... that is the specialty and what Kaplan Financial is known for in the field. However, this is truly a wealth planning firm and equal amounts of time are spent on detailed retirement analyses, estate planning including a hypothetical probate, educational funding and tax analysis. All of the aspects of a clientís financial situation are inter-related. It is impossible to address one without affecting the others.

Meet Susan

Susan Kaplan is the president of Kaplan Financial Services in Newton, Massachusetts. She is a CERTIFIED FINANCIAL PLANNERTM and has an MBA in finance with honors. She is the past president and chair of the Institute of Certified Financial Planners in Boston and is on the board of directors of Boston University Program for Financial Planners.

Every year, Barronís has named Susan as one of the top Financial Advisors in the country. For ranking methodology please click here

Susan has been featured in Louis Rukeyserís Wall Street and Mutual Fund publications as well as numerous other financial journals. She has appeared on Bloomberg News, CNBC, WGBH, and Channels 4, 5, and 7. She has been asked to speak on investments at several major national meetings and has also been chosen to do Money Makeovers for the Boston Globe. She was a presenter at the CNBC / Fidelity Money Show for two years in a row. She co-hosts the radio show, The Money Show, on WTKK Ė96.9 FM every Sunday morning.

 

Meet the entire Kaplan Financial team

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