Stefan Kaplan is a dedicated Financial Executive at North Ridge Wealth Planning, renowned for his expertise in guiding clients toward their financial objectives through tailored, strategic planning. With a Bachelor of Science in Finance from SUNY Old Westbury, Stefan combines extensive industry knowledge with a client-focused approach, ensuring each financial plan is uniquely suited to the client's individual needs and goals.
Known for his thoughtful and client-focused approach, Stefan takes pride in building lasting relationships based on trust, transparency, and results. His commitment to excellence and personalized service has earned him high regard in the financial community.
In addition to his professional achievements, Stefan is passionately involved in community service, actively supporting Circle of Care, a charity dedicated to children with cancer. Outside of his professional life, Stefan values quality time with his wife, Gabriella, their daughter, Nicole, and their dog, Bo. He also maintains an active lifestyle, enjoying activities such as golfing, tennis, and biking.
Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.