Sarah Kaplan, RHU, CFP®, AIF®
Managing Partner
Kaplan Financial Group LLC, and Kaplan Benefits Group, LLC
Rockville, MD
Sarah has been preparing for this role her entire life.
As the daughter of two financial services professionals, she has been discussing financial matters over the dinner table since she was little. While business was always her destiny, she made it official by attending the R.H. Smith School of Business at the University of Maryland, and was the top graduate in her major.
Once out of college, Sarah decided to come up in the business the same way as the founder of the company, by studying risk first. Sarah earned her Registered Health Underwriter designation which helps her advise on group and individual health, disability income, and long-term care insurance.
Sarah is a specialist in Retirement Income Planning and got her certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania. Working with a broad range of individuals and families on their financial plans has become a passion for her as well as teaching in the community on financial planning and financial literacy.
Since financial planning is a large part of how she serves her clients, she studied for and received her CERTIFIED FINANCIAL PLANNER™ professional designation.
Throughout her professional career, Sarah has taken great care in counseling her clients on the care and custody of their assets, retirement plans, and investment management, and earned her Accredited Investment Fiduciary designation.
Sarah took on the responsibilities of Managing Partner of Kaplan Financial Group, LLC and Kaplan Benefits Group, LLC in 2015 and is honored to be a member of the Leadership Montgomery Core class of 2019. Sarah also gains invaluable knowledge through her involvement with the Heritage Study Group for colleagues in her industry, and with the DC Chapter of the Women’s Presidents Organization, a group for female leaders of industry. Sarah volunteers regularly and has donated her time to the University of Maryland, The George Washington University, the Charles E. Smith Life Communities, and currently sits on the Board of Directors for the Jewish Social Services Agency of Greater Washington.
Crafting a comprehensive and detailed plan also translates to her personal life where she manages the school and social calendars for her children, Asher and Charlotte. She leans on her keen management skills as a 20-year veteran of Fantasy Football. Sarah also explores her passion for community engagement as she regularly bakes with her husband, Nick, and their children, and shares their bakes on social media under the handle “Great Grewish Baking Family”.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services offered through Kaplan Financial Group, LLC, Kaplan Benefits Group, LLC, or CES Insurance Agency.