Philip Kaplan Our Team

Philip Kaplan

Regional Director, Private Client Group

Philip is an Insurance and Estate Planning specialist and has worked with Peck Financial since 2002. He has dedicated his career to helping our clients implement strategies to help protect their legacy. He has a unique talent in making complex financial products and structures easy to understand and coordinates well with other client advisors. Philip is experienced in meeting the needs of business owners, successful professionals, retirees, and high net worth individuals by focusing on tax-advantaged wealth accumulation and preservation strategies. Phil resides in Long Island, NY, with his wife Dawn and has 4 grown children and 6 grandchildren.

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