Gabriel Kaplan

CFP® CPA

As a fellow parent and someone who's navigated the complexities of building a financial future, I understand the challenges you face.

Whether it's balancing saving for your children's education with planning for your own retirement, or optimizing your income as a business owner, I'm here to provide clear, personalized guidance.

My experience in tax accounting, investment banking, and investment management gives me the tools to help you make informed decisions and achieve your financial goals.

Let's work together to create a plan that gives you confidence and peace of mind.

ABOUT ME

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.

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

Over 15 years of experience in the financial industry.

Affiliations

  • Certified Public Accountant (CPA)

  • Certified Financial Planner (CFP®)

  • NAPFA

  • Fee-Only Network

  • XY Planning Network

  • CFP® Board

  • American Institute of CPAs

  • Financial Planning Association (FPA)

Facts About Gabriel

  • Dream Vacation: Mediterranean food & wine tour on a bicycle

  • Unfulfilled Hobbies: Street & landscape photography and becoming a pilot

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.