Wealth Habits

NAME:
Gabriel Kaplan

FIRM:
Wealth Habits

CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Certified Public Accountant (CPA)

WEBSITE
http://wealthhabits.com

PRACTICE OVERVIEW

Whether your goal is planning for retirement, providing for your family or giving back to your community, we are committed to helping you define your purpose—then achieve it.

I’m a fiduciary (put client’s interest first) and an advocate for our generation’s most pressing financial issues (e.g. affording a home while saving for our kids college education), I also work with employers on a variety of personal finance events and projects.

My work as a Certified Financial Planner™ draws on my tax accounting, investment management, and consulting experience.

I am also married to an incredible woman and the father of two young children.

ABOUT THIS PRACTICE

At Wealth Habits, we help people with complex money situations like planning for taxes, getting ready for retirement, and figuring out the best ways for business owners to earn more. We work with our clients to lower their taxes, make smarter choices with their investments, and retire the way they want to.

HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS

I set up their Google Sheets with Tiller to help my clients see where their money is going. This way, they can make better choices about how to spend in the future, making sure it fits with their budgets. It’s all about spending smarter, not harder.

CONTACT
Email: gabriel@wealthhabits.com
Phone: (914) 685-6851
Twitter: https://twitter.com/gabrielkaplan
LinkedIn: https://www.linkedin.com/in/gabrielkaplan/