Kaplan Financial Advisors, LLC

Serving Individuals and Providing 401(k) & 403(b) Plans

Eve became involved in financial planning in the 1990s because she saw how confused and overwhelmed people felt about making financial decisions. Eve formerly managed nearly $1 billion in mutual fund investments in the 1990s but she especially enjoys currently working with people on a one-on-one basis.

Why does Eve believe in the benefits of financial planning? Eve's parents were divorced when she was a teenager - resulting in years of turmoil that had a long-lasting impact on her family. It's possible divorce could have been avoided if objective, constructive financial advice was at hand (note: money issues are one of the biggest reasons couples divorce). Unfortunately, objective financial planning didn't exist in the 1970s - advice centered around insurance sales, banking services and little else.

Eve received a BA from Brandeis University and a MA, ABD (PhD Candidate) from Harvard University. She enjoyed a successful international investment career in New York, Tokyo, Singapore and Rotterdam (1984-2001). As a Senior Portfolio Manager in the Netherlands, Eve managed nearly $1 billion invested in international equities. Eve speaks Japanese and Dutch, and is conversant in a number of other languages.

Eve became a Certified Financial Planner ® Practitioner in 2004. She combines precision analytics with an approachable, inclusive style. This approachable style works well with many couples - one person may need/like a technical approach to planning but the spouse/partner may quickly feel lost. Eve's approach marries the two styles. This helps clients who feel unsure about financial issues, but seek guidance from a knowledgeable professional who won't snow them under with excessive techno-talk.

Eve also works frequently with widowed women who've been thrown into a state of confusion and grief since their husbands typically handled their finances for them.

With over 27 years of investment experience, Eve is well-equipped to help her clients navigate uncertain and choppy markets. Eve and her “best in class” team orchestrate comprehensive planning solutions so her clients have the highest probability of achieving their goals.

Eve Kaplan’s memberships and affiliations include:

• The National Association of Personal Financial Advisors (napfa.org)
  • NAPFA upholds the highest Fiduciary standards in financial planning. Click here for a handy NAPFA guide to finding a financial advisor.
• ERISA Section 3(21) Fiduciary to Retirement Plans
• Partnership with Advisors Access
  • A Nationwide ERISA section 3(38) Fiduciary
  • Delivers exceptional high quality, low-cost 401(k) and 403(b) plans