Bud Kaplan, President
Bud graduated from Villanova University in 1967 with a BS in Economics with a major in Accounting. After a year teaching at the high school level he started his career in financial services. Bud founded Kaplan Wealth Management in 1986. Initially his firm specialized in establishing retirement plans for educators in all of the major school systems in Northern Virginia. In 2002 the firm took another direction, with the goal of establishing itself as one of the leading wealth management firms in the greater D.C. metropolitan area. Bud has over 40 years’ experience in the financial services industry and continues to provide a high level of marketing skills and direction to his firm.
In his time away from his career, Bud is an avid golfer. He also enjoys being part of the lives of his 7 grandchildren.