Philip J. Kaplan

  • CLU®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies, Estate Planning, Retirement Income Planning, Business Succession Planning, College Funding Strategies

Languages: English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

I have over 25 years experience in the insurance and financial services industry. I received a BA in Philosophy from Cornell University, where I was a member of Delta Kappa Epsilon fraternity. I live in Connecticut with my wife Lisa, daugher Emily and son Ethan.

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New York Satellite Office - Third Avenue

Satellite Office

622 Third Avenue 9th Floor
New York, NY 10017