Evan Kaplan, CFP®, CFA

Senior Principal


Client Advisory


Evan is a Principal in the Boston office. As a Client Advisor and member of the firm’s Wealth Management practice, Evan works with clients to help them understand, implement, and achieve their financial goals.  He has advised high net worth individuals and families for over 10 years.

Prior to joining Cerity Partners, Evan was a Director at Daintree Advisors LLC in Boston.

Evan and his family enjoy traveling, hiking, and sailing off the coast of Maine.


  • Bachelor's degree with honors in History from Colby College


  • Chartered Financial Analyst®
  • Member of the Boston Estate Planning Council
  • Member of the CFA Society Boston

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