Don Kaplan, CPA

Don has been devoted to guiding his tax and investment clients through the rigors of building and managing plans to achieve their personal financial objectives. Decades of strategizing with clients from varied backgrounds and income levels have sharpened Don’s ability to quickly assess a clear and expedient path toward realizing one’s unique financial goals. For some, the goal is retirement and making their funds last a lifetime. For others, putting the grandchildren through college. Each requires a steady and deliberate focus on the client’s best interest.

As a practicing CPA, Don recognizes the importance of educating and empowering people to understand their finances and helping them adopt healthy financial practices. As an investment advisor, he guides investors and ensures that they understand risk levels and balanced portfolios that reflect the goals they have established. The satisfaction of helping multi-generations in a family build the futures of their dreams continues to fuel Don’s passion for helping the people he serves. Finances are a personal matter, and Don appreciates and respects the trust his clients place in him.