Wealth Preservation

David A. Kaplan

Education:

University of Massachusetts – Masters in Education (M.Ed.) and Licensed Insurance Advisor (LIA)

Biography:

David is a well-known speaker, advisor and educator in the Boston community. His sound, conservative advice and tax-saving strategies help numerous clients grow and protect their past, existing, and future assets.

David was a Professor in the Financial Planning and Taxation program at Bentley College, Waltham, MA, where he also served as a member of the curriculum committee of his department. He remains active in the Greater Boston community with education workshops for accounting and tax professionals, as a guest lecturer in area law schools, and as a consultant to legal and accounting firms.

David has published articles in Advisor Today, the monthly magazine of the National Association of Insurance and Financial Advisors, and was highlighted about advising the “Baby Boomer Generation” and their parents.  David holds a Masters Degree in Education (M.Ed.) from the University of Massachusetts at Amherst, and is a Licensed Insurance Advisor (LIA).

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