Evan Kaplan's Professional Contact Details

HQ
+1 212-202-1810
Location
Boston, Massachusetts

Evan Kaplan's Current Company Details

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and ...
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client's financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosuresCerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
investment advisory
wealth planning
tax advisory
retirement plan services
private capital finance
business advisory services
financial wellness
wellness coaching
retirement plan advisory
executive financial counseling
financial planning
executive financial planning
financial services

Evan Kaplan's Work History and Education

Cerity Partners
Client Service Associate
2011 - Present

Others Named Evan Kaplan

Production Researcher at ESPN
Director, Data Engineering at SiriusXM
Software Engineer at Bloomberg
Software Engineer Sr at Leidos
Senior Manager, Discovery Sales at Branch
Senior Business Development Manager at Endpoint
Teaching Assistant at Bucknell University

Frequently Asked Questions about Evan Kaplan


What company does Evan Kaplan work for?

Evan Kaplan works for Cerity Partners.

What is Evan Kaplan's role at Cerity Partners?

Evan Kaplan's role at Cerity Partners is Senior Principal.

What is Evan Kaplan's email address?

Evan Kaplan's email address is e**@ceritypartners.com.

What is Evan Kaplan's business email address?

Evan Kaplan's business email address is e**@ceritypartners.com.

What is Evan Kaplan's HQ phone number?

Evan Kaplan's HQ phone number is +1 212-202-1810.

What industry does Evan Kaplan work in?

Evan Kaplan works in the Financial Services industry.

Who are Evan Kaplan's colleagues?

Evan Kaplan's colleagues are Abby Scott, Abigail Bell, Adam Landau, Alanson Stumler and more.

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