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
Investment Banking at Merrill Lynch
Investment Management at Nufami Inc.
Tax Accounting at KPMG
Strategy Consulting at Deloitte
EDUCATION
BSE from Univ. of Pennsylvania
Masters in Business Taxation from USC
MBA from NYU-Stern School of Business
AFFILIATIONS
CFP® Board
American Institute of CPAs
Financial Planning Association (FPA)
NAPFA
Fee-Only Network
XY Planning Network
FUN FACTS ABOUT GABRIEL
First Full-Time Job
Merrill Lynch Investment Banking during the Great Financial Crisis of 2008. Fun Times!
Favorite Morning Drink
Iced-Espresso with whole milk and a tiny bit of sweetener.
Dream Vacation
Mediterranean food & wine tour on a bicycle
Date Night Food
Mission Ceviche or Lilia. Hard to get reservations…
Unfulfilled Hobbies
Street & Landscape Photography
Becomming a Bush Pilot
Favorite Podcast
Business Breakdowns – deep dives into a single company with investors and operators that know it best.