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About Gabriel

Gabriel Kaplan

CFP® CPA

I’m the founder of Wealth Habits, a financial planning and investment management firm based in White Plains, New York. I help clients plan for retirement and turn savings into retirement income through virtual meetings nationwide. My CFP® and CPA background helps me connect investment decisions, spending needs, and their tax implications.

Explore investment management or financial planning services to see how I can help.

The experience behind the advice.

WEALTH HABITS / FOUNDER
Gabriel Kaplan

Gabriel
Kaplan

CFP® · CPA

15+years in the
financial industry
PROFESSIONAL EXPERIENCE
Investment bankingMerrill Lynch
Investment managementNufami Inc.
Tax accountingKPMG
Strategy consultingDeloitte
EDUCATION
Bachelor of Science in Engineering (BSE)University of Pennsylvania
Master’s in Business TaxationUniversity of Southern California
MBANYU Stern School of Business
PROFESSIONAL AFFILIATIONS
NAPFAFee-Only NetworkXY Planning NetworkCFP BoardAmerican Institute of CPAsFinancial Planning Association
OFF THE CLOCKPhotography & Flying a Bush PlaneHobbies I’d love to pursue
DREAM TRIPThe Mediterranean by bicycleFood, wine & the open road
MORNING RITUALIced espressoWhole milk, a little sweetener

I’m married and the father of two young children. Beyond my client work, I also collaborate with employers on personal finance events and projects.

Let's connect

Retirement resources

Explore the decisions behind retiring and creating income from your savings.

RETIREMENT PLANNING

What needs to line up before you retire?

Connect spending, income, health coverage and investments.

Explore retirement readiness RETIREMENT INCOME

Where will your retirement income come from?

Explore benefits, portfolio withdrawals and other income sources.

Explore retirement income

Let's build your Wealth Habits

Thirty minutes is usually enough to tell whether we fit. No charge, no pressure, and if we are not the right firm for you, we will say so.

Book an intro meeting