Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Bud Kaplan, President

703.352.1780

budkaplan@kaplanwealth.com

Bud graduated from Villanova University in 1967 with a BS in Economics with a major in Accounting.
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Brad Kaplan, CFP®

703.352.1780

bradkaplan@kaplanwealth.com

Brad joined Kaplan Wealth Management in June of 1997 after leaving Virginia Tech in Blacksburg, VA.
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Scott Kaplan, CFP®

703.352.1780

scottkaplan@kaplanwealth.com

Scott joined Kaplan Wealth Management after leaving Virginia Tech. Since joining the firm, Scott has had two major roles.
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Karen Thomas

Reston Operations Manager

703.352.1780

karenthomas@kaplanwealth.com

Karen joined Kaplan Wealth Management in 2008. As the Operations Manager she assists the Financial Executives in handling daily transactions while adhering to compliance and regulatory policies.

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Debbie Sabean

Haymarket Operations Manager

703.367.0330

debbie@kaplanwealth.com

Debbie holds a B.S. in Accounting, having attended Oregon State University and graduated Summa Cum Laude from Strayer University. Debbie is a Relationship Manager at Garnett Retirement Group. She lives and works in the Manassas,...

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