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Caplan Asset Management, LLC is built on the belief that financial goals are best achieved through personal strategy meetings with a financial consultant. With the vast proliferation of financial self-help web sites and financial publications it is easy to become lost in advice aimed at the masses, but not targeted to your individual specific needs. Peter J. Caplan is a Certified Financial Planner^TM and will help you implement an investment strategy tailored to your individual goals and needs. Customer service and needs based analysis are the cornerstones towards building a strong and lasting relationship where your goals come first.

• Managed Accounts
• Stocks
• Bonds
• Mutual Funds
• Life Insurance
• Education Funding

Peter J. Caplan, CFP^© Owner and Principal of Caplan Asset Management, LLC, specializes in personal and business asset management. Peter has over 20 years experience in the financial services industry. He started Caplan Asset Management, LLC in 1999.

Education: B.A. Brown University 1985
Licenses: Series 6, 63, 7, 65
Insurance Licenses: Life, Accident & Health

Certified Financial Planner^TM

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