David A. Kaplan
University f Massachusetts – Masters in Education (M.Ed.) and Licensed Insurance Advisor (LIA)
David has over 30 years of experience in asset protection and financial management and is a well-known speaker, advisor and educator in the Boston community. His sound, conservative advice and tax-saving strategies helped 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 in a cover story 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 a Licensed Insurance Advisor (LIA).