Michael KaplanMichael Kaplan, CFP®Wealth Advisor
Awards and Industry Recognition
Barron's
Forbes
About Michael
Michael Kaplan is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of The Corbett, Mason, and Warren Group, Michael draws on his strong relationship management skills to deliver tailored financial planning for the team's high-net-worth clients and their families. With a penchant for building strong connections, he serves as a champion to address the sophisticated challenges that individuals often face.
Michael employs a thorough discovery process to identify each client's unique goals and risk parameters. He integrates these inputs with planning tools and modeling simulations to explore potential trade-offs and outcomes. Michael carefully considers both sides of the balance sheet to develop a suitable roadmap to help pursue personalized wealth management objectives— retirement, estate planning and customized portfolios. He serves as a liaison to the private bank to help address mortgage, lending and credit needs. Additionally, Michael has a special affinity for leveraging Exchange Funds to help diversify concentrated equity holdings while deferring any taxes from capital gains.
Enthusiastic about working with people, Michael collaborates alongside attorneys and accountants to help ensure that all recommendations align with the entirety of each individualized scenario. He is known for his ability to 'get the job done', and serves as the point person to guide clients through a myriad of opportunities and issues. Michael blends his business development and operational capabilities to foster an environment where clients can excel.
Michael began as an Advisor at Ameriprise Financial and over the course of his career, he has built a well- diversified background that includes technological skills, sales support and strategic marketing. He joined the team at Bear Stearns and transitioned with them to Morgan Stanley/Smith Barney. While there, he was named to the firm's Pacesetter's Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service.
A graduate of St. Lawrence University, Michael has amassed nearly 20 years of industry experience. He holds the CERTIFIED FINANCIAL PLANNER® designation which empowers him to develop wealth management strategies that target short- and long-term goals.
Born in Greece, Michael had a global upbringing that spanned Portugal, Maryland and the Berkshires in Western Massachusetts. He currently resides in Boston's Dorchester neighborhood with his wife and two daughters. Michael and his family like to take advantage of all that the area has to offer, including the city's vibrant food scene, time at the beach, the outdoor theater and art culture in nearby Portsmouth, NH, and the Berkshires.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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