Wealth Preservation

David A. Kaplan

Education:

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

Biography:

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).

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Aronson Insurance
950 Highland Ave.
Needham, MA 02494
Hours: 8-5 M-Th, 8-4:30 F
(781) 444-3050
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Aronson Insurance
28 South Main Street
Sharon, MA 02067
Hours: 8-4
(781) 784-2461
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