Evan Kaplan, CFP®, CFA

Evan is a Partner and Wealth Advisor in the Boston office, where he focuses on guiding client engagements, supporting the development of colleagues, and contributing to the firm’s continued growth.

Evan’s approach centers on collaborative, team-based planning—aiming to deliver objective, comprehensive financial planning and investment management that helps high-net-worth individuals and families work toward their goals with greater confidence.

Before joining Cerity Partners, Evan served as a director at a Boston-based wealth management firm.

When not in the office, Evan can often be found traveling with his family, hiking throughout New Hampshire’s Lakes Region and White Mountains, or sailing along the coast of Maine.