David Kaplan has been a partner at Forcke, Kaplan & Associates, LLC since 2001 and became co-manager of the Raymond James Financial Services branch in May 2008. David earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. He also holds the Series 7 general securities representative, Series 24 general securities principal, Series 63 uniform securities agent state law and the Series 65 registered investment advisor licenses. He has clients in Virginia, New York, New Jersey, North Carolina, Florida, South Carolina, California and Utah, and works with both individuals and businesses in various areas of financial planning and investment management, with a special emphasis in retirement planning, education planning, asset allocation and investment selection. He seeks to assist his clients not only in accomplishing their goals, but also in understanding the process by which effective financial decisions are made. It is David's aim to provide sound advice that enables his clients to make informed choices for attaining their goals.
Born in New Jersey, David is a graduate of Colgate University where he earned his Bachelor of Arts degree majoring in both economics and political science. While at Colgate, David was a member of the Red Raider football team. In 1989, he was awarded the Joseph Huther Award, given to the Colgate senior intercollegiate athlete who puts team success above personal achievement. After undergraduate school, David attended the University of Richmond School of Law where he received his Juris Doctor degree. He became a member of the state bar of New Jersey in 1992, although he no longer practices law in a formal capacity.
David and his wife, Cheryl, live in the Wellesley community in Richmond,Virginia, with their three sons. David is a member of the local PTA and is an active volunteer at his sons’ schools. In his free time, David enjoys golf, running and fitness, participating in adult league football, and coaching various little league sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.