David Kaplan has been a partner at Forcke, Kaplan & Associates, LLC since 2001 and became co-branch 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 adviser licenses. He 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 long practices law in a formal capacity.
David and his wife, Cheryl, are residents of Henrico Virginia and have three adult sons. In his free time, David enjoys running, fitness, First Robotics competitions, and coaching high school football.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.