Evan P. Kaplan, CFP® 
Client Advisor
617.848.3409
email | vCard

 

Evan Kaplan is a Client Advisor at Daintree Advisors. He works with clients to help them understand, implement, and achieve their financial goals and is a member of the firm’s rebalancing and trading team.

Prior to joining Daintree, Evan worked for an investment management and commercial real estate holding company in Portland, Maine.

Evan attended Colby College where he graduated with honors in history. He holds a CERTIFIED FINANCIAL PLANNER™ certification, and is a Level III candidate in the CFA program. Evan is a member of the CFA Society Boston and the CFA Institute.

Evan and his wife Sarah live in Plymouth, New Hampshire. He enjoys traveling, cycling, and sailing off the coast of Maine.