About Gabriel Kaplan, CFP®, CPA

Financial Planner & Investment Advisor

My Story

I am the founder of Wealth Habits and 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. Meeting financial goals not only means understanding what financial tools are available but also having the will and grit to make certain choices to position one for success. I help my clients make those choices and stick to them by changing certain behavioral habits.

As for my formal background, I have an engineering degree from UPenn, a Masters in Business Taxation from USC, and an MBA from NYU Stern.

I live in New York City with my wife who happens to be a physician with a specialization in adult epilepsy. 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.

About Wealth Habits

OUR MISSION

 

Wealth Habits is on a mission to transform the way financial advice is delivered to physicians, building a collaborative relationships and bridging the knowledge gap by leveling the playing field. Because everyone deserves an equal chance to succeed after several years of training.

We saw a need to democratize access to financial planning among physicians. Software has been able to make financial planning easier and better for more people but the financial industry hasn’t evolved to help those that need it the most. We’re here because physicians deserve to live secure and rewarding lives.

Wealth Habits was founded by Gabriel Kaplan, a fee-only advisor and solopreneur, where he provides physician-specific financial advice at a fair price.

WHAT MAKES US DIFFERENT

Personal Wealth Champion

We believe that a solid financial plan will bring clarity in all other areas of life

No Minimums & Fee Only

I am a FEE ONLY financial advisor, no commissions, no sales gimmicks

Unbiased Advice

We are not afraid to be truth-tellers

Fiduciary

I have taken a Fiduciary Oath. I work in your best interest ALL THE TIME for all accounts

Long-term Relationship

We can work together continuously, as your needs and goals change so does your plan

Planning Calendar

We practice continuous improvement, which helps you stay engaged ensuring sure you stay on target

Interested in Working Together?

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