Kaplan Financial

Kaplan Financial Robert B. Kaplan, Certified Financial Planner™, founder and President of Kaplan Financial, specializes in serving the unique disability and life insurance needs of over 2,500 physicians nationwide. Robert, who founded the firm in 1990, is a former CPA with Ernst & Young and has been married to a practicing physician for over 25 years. Robert is a recognized sales leader among disability insurers and was recently named as one of America’s Top Financial Security Professionals by Forbes magazine. He works with a broad range of insurers to find the best combination of policy features, cost, and financial strength for you. As a result, he is able to make informed recommendations based on objective research and your individual needs.

Kaplan Financial is the place to go for objective and experienced financial advice, discounted rates on individual disability insurance, and a long-term commitment of superior service.


Contact Info:

16030 Ventura Boulevard
Suite 600
Encino, CA 91436
[email protected]


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