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About Gabriel Kaplan

CFP® CPA

My Story

I am the founder of Wealth Habits

I’m passionate about helping people make good financial decisions so they can achieve the life of their dreams…

How it all started…

I graduated from college with an engineering degree and went to work for Merrill Lynch’s investment banking division.

I was really happy in my career and had no plans to leave it—but there are some parts of life we can’t control. The downturn in the economy hit my industry hard. In 2008, just a few months after starting my job, I was transferred to London. I eventually returned to New York, and ended up working for a firm that helped high net worth clients allocate capital into alternative investments and then transitioned to KPMG (Taxes) and later on to Deloitte (Consulting).  

In 2010, I founded Derastone LLC (the parent of Wealth Habits), a financial planning and investment advisory firm that helps clients better handle their financial concerns.

I lived in NYC for over a decade but once our family started growing we moved to Westchester. 

Before attending college and settling in New York, I grew up in Sweden & Uruguay and was raised by parents who instilled in me, among many other things, principles of hard work, frugality, and entrepreneurship.

Formal Background

  • An engineering degree from the University of Pennsylvania
  • Masters in Business Taxation from USC
  • MBA from NYU Stern (Finance & Strategy)
  • CFP® & CPA

Interested in working together?

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