Eve Kaplan, CFP(R) Practitioner / Financial Advisor in Berkeley Heights, New Jersey

I help people make smart choices about their money by providing objective fee-only financial planning support and investment management. Fee-Only means no product sales, no split commissions and no hidden agendas. My fiduciary obligations mean I put my client needs before my own at all times. My focus is pre-retirement and retirement planning. My typical clients are single women or couples in their 40s-70s with $1 million or more of investment assets. I have 30 years of professional investment experience (former portfolio manager and equities analyst).

Specialties

Certified Financial Planner CFP ® Comprehensive Financial Planning Disability Income & Long Term Care Insurance ETFs Family Financial Planning Fee Only Fee-Only Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Life Insurance Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Planning Socially Responsible Investments Special Needs Planning Sustainability Wealth Management Women's Issues