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Candace G. Kaplan

President

Phone: (301) 564-0088 Ext. 224
Fax: (301) 564-6585
E-mail: candi@kaplanfinancialgroup.com

Candace G. Kaplan, CFP®, RHU, ChFC earned her BA degree at George Washington University. She is the CEO and President of Kaplan Financial Group and Kaplan Benefits Group, LLC. She has served the financial and insurance needs of organizations and individuals for over 28 years.
 
In 1993 she was honored by the Mutual Life Insurance Company of New York as “Man of the Year”, the third woman in MONY’s 150 year history to receive that prestigious award. She has been honored with company and industry awards for her leadership, sales performance and outstanding client service every year of her career.
 
Candace is also a member of the prestigious Million Dollar Round Table (MDRT), recognized as the standard of excellence in the industry, and, has also earned a place at MDRT’s Top of the Table.
 
Candace is the Chairman of the Dean’s Council of the Columbian College at George Washington University, a member of the Planned Giving Committee of the University, and has been active at GW for many years. She is a member of the National Association of Insurance and Financial Advisors, and the Financial Planning Association. She also serves on the Advisory Board of Congressional Bank.
 
She lives in Potomac, Maryland with her husband Lawrence. Her daughter, Sarah Kaplan, is her business partner, and her son, Jonathan, daughter-in-law, Doris, and grandson, Eli, live in New York.
 
 
 
 
CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.