Gabriel Kaplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Habits in White Plains, NY and the surrounding communities.
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Wealth Habits helps families, individuals, and small-business owners achieve financial independence, knowledge, and control over their money.
We are located in New York, NY, serving clients locally and across the country. Gabriel Kaplan,CPA, CFP® will work closely with you on all of your financial planning needs.
We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy! Our mission is to help people make smart financial decisions and to empower you to make the most of your money, so you can live better.
At Wealth Habits, you will have a dedicated professional steering your financial course, helping you build confidence in your financial life.
Hi! I’m Gabriel Kaplan, CFP® / CPA and I started Wealth Habits because I believe that anyone who wants financial planning should have access to it. The financial world has changed in the last 10 years and many of the old paradigms have shifted. Education and living costs have increased while compensation have maintained stable. Members of Generations X, Y and Z who want to achieve financial independence are forced to start planning early.
I can work with you to relieve stress about money by helping you clarify your goals and create an action plan to achieve them.
I provide integrated financial planning through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I only answer to you.
I'm uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), as well as +10 years of investing experience. Understanding financial planning, taxes, and investments provides me with the technical knowledge need to understand your issues on a deeper level, enabling you to focus on what's really important in life.
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