Candace Kaplan of Kaplan Financial Group, LLC is a member of XPX DC Metro

Candace Kaplan

CEO

Bethesda, Maryland

Professional Profile

Call Me When

Call Me When... You or your client wants to create or maintain a legacy.

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, RHU, ChFC

    Functional Expertise

  • Charitable giving
  • Employee benefits
  • Estate planning
  • Family business
  • Investments
  • Retirement
  • Risk management
  • Business Focus

    We create and Maintain Legacies for Families and Businesses

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Telecommunications
  • Client Results

    We advise client companies on Benefits for Employees, and Financial Planning for the Owners, and Key People

    Membership

    DC Metro

    Member Since

    Member for 11 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX