Kaplan Financial Advisors

Web Site: www.kaplanfinancialadvisors.com
Location: Berkeley Heights, New Jersey
Contact: Eve Kaplan
Phone:  908-898-0549

Email:  [email protected]

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 over $900 million 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.

With over 25 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.