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ABOUT GABRIEL KAPLAN, CFP® CPA
Hi, I’m Gabe. I’m a fee-only financial advisor in the New York Metro Area and the founder of Wealth Habits. I launched Wealth Habits to specifically offer financial planning. I specialize in helping people navigate complex financial situations such as tax planning, retirement planning, business owner income optimization. We help our clients reduce taxes, invest smarter, and retire on their terms.
I’m a fiduciary (put client’s interest first) and an advocate for our generation’s most pressing financial issues (e.g. affording a home while saving for our kids college education), I also work with employers on a variety of personal finance events and projects.
My work as a Certified Financial Planner™ draws on my tax accounting, investment banking, investment management, and consulting experience.
I am also married to an incredible woman and the father of two young children.
Family Picture (Fall 2022)
EXPERIENCE
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AFFILIATIONS
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FUN FACTS ABOUT GABRIEL
First Full-Time JobMerrill Lynch Investment Banking during the Great Financial Crisis of 2008. Fun Times! | Favorite Morning DrinkIced-Espresso with whole milk and a tiny bit of sweetener. |
Dream VacationMediterranean food & wine tour on a bicycle | Date Night FoodMission Ceviche or Lilia. Hard to get reservations… |
Unfulfilled HobbiesStreet & Landscape Photography | Favorite PodcastBusiness Breakdowns – deep dives into a single company with investors and operators that know it best. |