Kaplan Financial Group Employee Directory

Kaplan Financial Group corporate office is located in 1101 Wootton Pkwy Ste 920, Rockville, Maryland, 20852, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Key Employees of Kaplan Financial Group

CK
Candace Kaplan
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Kaplan Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Kaplan Financial Group

Hundreds of professionals searching for Kaplan Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SC
Samantha Cooke
Email Direct
Group Associate Director, Services
United States , Maryland , Rockville

CK
Candace Kaplan
Email Direct
President
United States , Maryland , Rockville

MW
Matthew Witchko
Email Direct
Managing Director
United States , Maryland , Rockville

JB
Jessica Bailey
Email Direct
Vice President
United States , Maryland , Rockville

EE
Elizabeth Elgin
Email Direct
Client Service Manager
United States , Maryland , Rockville

AM
Allyson Murphy
Email Direct
Administrator
United States , Maryland , Rockville

MK
Michelle Kim
Email Direct
Client Service Manager
United States , Maryland , Rockville

EL
Erin Loken
Email Direct
Account Coordinator
United States , Maryland , Rockville

Former Employees at Kaplan Financial Group

Explore people who held key positions, contributed to Kaplan Financial Group's success, and advanced their careers.

LW
Lauren Woodward
Financial Planning Ass... at Commonwealth
Worked as Intern
at Kaplan Financial Group (2019-2022)
Email Direct
WP
William Perryman
Financial Advisor at Kuttin Wealth Manageme...
Worked as Director, Financial Services
at Kaplan Financial Group (2017-2021)
Email Direct

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Frequently Asked Questions Regarding Kaplan Financial Group Employees

How many employees does Kaplan Financial Group have?

Kaplan Financial Group has 1-10 employees

Who are Kaplan Financial Group key employees?

Some of Kaplan Financial Group key employees are Candace Kaplan

Where is Kaplan Financial Group located?

Kaplan Financial Group’s headquarters are located at 1101 Wootton Pkwy Ste 920, Rockville, Maryland, 20852, United States

How do I contact Kaplan Financial Group?

Kaplan Financial Group Contact Info: Phone number: (301) 564-0088 Website: www.kaplanfinancialgroup.com

What does Kaplan Financial Group do?

Kaplan Financial Group and Kaplan Benefits Group offer expert financial guidance tailored to meet the complex needs of individuals, families, and businesses. They provide a range of customizable services, including wealth management, employee retirement plans, and strategies for building and preserving wealth across generations. With decades of exp... Read More

Is Kaplan Financial Group a public company?

Kaplan Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Kaplan Financial Group Employees