About Wealth Habits

We’re a NY Metro Area based independent financial advisory firm serving individuals in several states nationwide. We’re here to listen to your needs and guide through the financial planning process.

Our Purpose

Protect what you’ve built. Enjoy what you’ve earned. Our approach is to fully align with your needs and your goals, and provide our experience and knowledge to assist you along your road to financial freedom.

WE HELP YOU ACHIEVE YOUR GOALS

At Wealth Habits, we understand that wealth is never about money—it’s about being in a position to do the things that matter most to you. Its a tool to pursue your purpose in life. Managed properly, it can help you get more out of life. This is why we do what we do.

Whether your goal is planning for retirement, providing for your family or giving back to your community, we are committed to helping you define your purpose—then achieve it.

WHAT MAKES US DIFFERENT

We are fiduciaries putting our clients’ best interests first. We provide you with a concierge service, taking a proactive role in your financial life. We earn the trust of every client by maintaining the highest level of honesty, integrity, and professionalism. We are always learning and continually seek opportunities to provide clients with individualized service and greater value.

OWNERSHIP AND INCENTIVES

Ownership matters. Wealth Habits is 100% owned by its employees. We believe that taking outside money (Such as venture capital) to build a financial planning business creates real conflicts of interest.

Gabriel Kaplan, CFP® CPA

FOUNDER, FINANCIAL PLANNER

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.

As a fiduciary and an advocate for our generation’s most pressing financial issues, 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.

EDUCATION

EXPERIENCE

AFFILIATIONS

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.

Best Questions to Ask a Financial Advisor

Hiring a financial advisor is one of the biggest financial decisions you’ll make.

How do you know who to trust and whether they’ll be right for what you want to accomplish?

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