Gabriel Kaplan (CFP®, CPA/PFS)

Gabriel Kaplan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

I primarily help physicians, attorneys, and business owners in the NYC metro area clarify their financial goals and take charge of their wealth.

The most common financial issues you may be concerned with during include: defining and clarifying your financial goals, gaining more control over your financial life, aligning your financial assets and actions with your goals, planning for a secure retirement, managing the impact of taxes and fees, navigating major life transitions, and investing more wisely.

From developing your Wealth Habits Roadmap to providing ongoing guidance, management, and support, I can help you make your ideal financial future a reality.

If we end up working together, you can expect total authenticity, confidentiality, and transparency. I also offer a flexible Fee-Only structure (no commissions or products here) based on your needs and your situation.

To learn more about what it would be like to work together, visit Wealth Habits or contact me directly at

Additional Information

Hi! I’m Gabriel Kaplan, CFP® / CPA and I started Wealth Habits because I believe that anyone who wants financial planning should have access to it. The financial world has changed in the last 10 years and many of the old paradigms have shifted. Education and living costs have increased while compensation have maintained stable. Members of Generations X, Y and Z who want to achieve financial independence are forced to start planning early.

I can work with you to relieve stress about money by helping you clarify your goals and create an action plan to achieve them.

I provide integrated financial planning through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I only answer to you.

I'm uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), as well as +10 years of investing experience. Understanding financial planning, taxes, and investments provides me with the technical knowledge need to understand your issues on a deeper level, enabling you to focus on what's really important in life.

NAPFA Start Date

September 27, 2018


This Office

5 Sage Ct White Plains, NY 10605 Phone: (917) 789-1770