Benjamin J. Kaplan
Client Planning Associate, Private Client Services
Ben joined the Clearstead Private Client Group in 2024. He is responsible for providing high net worth clients analytical support in all aspects of tax and financial planning.
Prior to joining Clearstead, Ben spent 2 years working in public accounting with a regional firm in New York City working mostly on high-net-worth individual tax planning and compliance. Ben attended Touro College—Queens, NY, graduating with a Bachelors in Accounting in 2020. Ben is currently pursuing the CPA certification.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.