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](https://wealthhabits.com/investment-management/) or [financial planning services](https://wealthhabits.com/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 banking** Merrill Lynch

**Investment management** Nufami Inc.

**Tax accounting** KPMG

**Strategy consulting** Deloitte

EDUCATION

**Bachelor of Science in Engineering (BSE)** University of Pennsylvania

**Master’s in Business Taxation** University of Southern California

**MBA** NYU Stern School of Business

PROFESSIONAL AFFILIATIONS

[NAPFA](https://www.napfa.org/member/90474/26583) [Fee-Only Network](https://www.feeonlynetwork.com/financial-advisor/gabriel-kaplan/) [XY Planning Network](https://connect.xyplanningnetwork.com/find-an-advisor/gabriel-kaplan-11496) [CFP Board](https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/225e40ef-83bf-4381-840a-44db7ce4a94c) [American Institute of CPAs](https://www.aicpa-cima.com/) [Financial Planning Association](https://www.financialplanningassociation.org/)

OFF THE CLOCK **Photography & Flying a Bush Plane** Hobbies I’d love to pursue

DREAM TRIP **The Mediterranean by bicycle** Food, wine & the open road

MORNING RITUAL **Iced espresso** Whole 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

LinkedIn

### [Gabriel Kaplan](https://www.linkedin.com/in/gabrielkaplan/)

Connect on LinkedIn.

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### [@gabrielkaplan](https://x.com/gabrielkaplan)

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## Retirement resources

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

RETIREMENT PLANNING

### [What needs to line up before you retire?](https://wealthhabits.com/resources/retirement-readiness/)

Connect spending, income, health coverage and investments.

Explore retirement readiness

RETIREMENT INCOME

### [Where will your retirement income come from?](https://wealthhabits.com/resources/retirement-income-plan/)

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](https://wealthhabits.com/meeting)

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Source: [https://wealthhabits.com/gabriel-kaplan/](https://wealthhabits.com/gabriel-kaplan/)

Wealth Habits is a fee-only, fiduciary financial planning and investment management firm. We are compensated only by our clients, never by commissions, and we are held to a fiduciary standard to act in your best interest at all times.

Derastone LLC dba Wealth Habits is a registered investment adviser. Review our Form CRS and Form ADV at adviserinfo.sec.gov.