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.
Book Your Free Consultation
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.
65
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
Read More >
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
Read More >
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
Read More >
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
Read More >
Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
Read More >
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
