Eve Kaplan, Certified Financial Planner(R) Practitioner, Neighbor

I help people make smart choices about their money! I do this by working closely with individuals and couples to help them create a robust financial future. 2012 marks my 9th year providing comprehensive financial planning and investment management services in Berkeley Heights. 

Unlike the majority of financial advisors, I don't combine product sales with advice giving. I feel it's impossible to provide unbiased advice to clients if I'm selling products on commmission. Being a Fee-Only Certified Financial Planner(R) Practitioner means I'm obligated always to put my clients' needs before my own.  

You can read more about my 27+ years investment experience on my website: www.KaplanFinancialAdvisors.com   I previously worked as a portfolio manager and equities analyst in New York, Tokyo, Singapore and Rotterdam (1984-2001).

I became a Certified Financial Planner ® Practitioner in 2004, when I opened Kaplan Financial Advisors, LLC.  I combine precision analytics with an approachable, inclusive style. This approachable style works well with many couples - one person may need/like a technical approach to planning but the spouse/partner may quickly feel lost. My approach marries the two styles. This helps clients who feel unsure about financial issues, but seek guidance from a knowledgeable professional who won't snow them under with excessive techno-talk.

With over 27 years of investment experience, I feel I'm well-equipped to help my clients navigate uncertain and choppy markets. Me and my “best in class” team orchestrate comprehensive planning solutions so my clients have the highest probability of achieving their goals.

I also provide low-cost, high quality 401(k) and 403(b) plans to businesses. I'm a 3(21) Fiduciary partnered with a 3(38) Fiduciary - together we provide the "gold standard" in terms of 401(k) fiduciary care.

My memberships and affiliations include:

The National Association of Personal Financial Advisors (napfa.org)

NAPFA upholds the highest Fiduciary standards in financial planning. Click here for a handy NAPFA guide to finding a financial advisor.

ERISA Section 3(21) Fiduciary to Retirement Plans

Partnership with Advisors Access (bamadvisorservices.com)

A Nationwide ERISA section 3(38) Fiduciary

Delivers exceptional high quality, low-cost 401(k) and 403(b) plans