Howard Kaplan

Howard Kaplan, MBA, CIMA®, AIF®, Financial Advisor has nearly 30 years of experience specializing in Wealth Management Strategies for families. Howard holds Series 7, 63, and 66 securities licenses and has attained the Certified Investment Management Analyst® designation through the Investment & Wealth Institute and the Accredited Investment Fiduciary® designation. He earned his undergraduate degree from Indiana University and an MBA from Xavier University. His clients turn to him for trusted financial advice to stay the course and keep moving forward. Howard also has a strong dedication to the community, serving on many boards and dedicating his time to many organizations and causes throughout Cincinnati. Howard serves on the Investment Committee for the Great Cincinnati Foundation, Wise Temple, and Education Theater Association. He is a board member of the Reds Hall of Fame and Wise Temple.

Howard and his wife, Stephanie, live in the East End of Cincinnati and have two grown daughters.