Sarah Kaplan, CFP®, RHU

Managing Partner

Kaplan Financial Group LLC, and Kaplan Benfits Group, LLC
Bethesda, MD

As a financial professional, Sarah creates value for clients by providing them with the professional expertise necessary to help them achieve their financial goals, offering ongoing service and advice as their needs change.

Sarah specializes in helping to develop financial solutions for corporations, business owners, and individuals. She offers a vast array of financial strategies, services, and products to help implement these solutions. These include an in-depth financial needs analysis and business, estate, and retirement planning strategies tailored to clients needs. She is licensed to provide life, health, and long-term care insurance, annuities, and investments. Sarah will also work jointly with clients’ CPAs, attorneys, and other professionals to create a well-integrated, simplified financial program designed to help meet all of their financial needs.

Sarah is a graduate of the University of Maryland’s R.H. Smith School of Business. She is a CERTIFIED FINANCIAL PLANNER™ professional, and she has received her Retirement Planning Specialist designation from the Wharton School of Business at the University of Pennsylvania, as well as her Registered Health Underwriter designation from The American College. Unlike many financial professionals, Sarah has had lifelong exposure to the industry through her mother’s successful 30-year practice. Sarah draws upon that unique perspective when working with her own clients.

Sarah is the managing partner of Kaplan Financial Group, a financial planning, investment advisory, and insurance brokerage company and Kaplan Benefits Group, LLC, an employee benefits consulting and brokerage company.

Sarah has spoken at events held at the Smith School and George Washington University. She is a member of the Women’s Presidents Organization. She has published articles in National Underwriter magazine and has been featured on the cover of Advisor Today magazine.

Sarah lives in Potomac, Maryland, with her husband, Nick, and their son, Asher.