Jeremy Kaplan, CPA
Certified Public Accountant
About Jeremy
Email
Connect with Jeremy
Education
Bachelor's in Informatics from the University of Michigan; Master's in Accounting from NYU Stern
Certifications
Series 66 (Investment Adviser Representative), FINRA Series 7 (Registered Representative) held through Lincoln Investment, Certified Public Accountant (CPA)*
Career Statement
I began my career in technology consulting, focusing on system integration and product management. After returning to school for a master's degree in accounting, I transitioned into accounting and financial planning. In 2023, I joined KKA Financial Services, part of the Consolidated Financial Corporation umbrella, where | help individuals and families achieve their financial goals through comprehensive planning and investment management, with a strong emphasis on tax efficiency.
Hobbies
Playing and watching sports, technology, travel and cultural exploration, food and dining.
*Tax services are not offered through, or supervised by, the Lincoln Investment Companies.
Get in Touch
Phone
-
Email
