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Jeremy Kaplan, CFP®

Certified Financial Planner

Jeremy Kaplan Investment Adviser Representative

About Jeremy

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Education

Bachelor's in Informatics from the University of Michigan; Master's in Accounting from NYU Stern

Certifications

CERTIFIED FINANCIAL PLANNER® Professional, Series 66 (Investment Adviser Representative), FINRA Series 7 (Registered Representative) held through Lincoln Investment.

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.

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