Theodore Kaplan
Wealth Advisor
Theodore Kaplan is a Wealth Advisor at MJP Wealth Advisors and President of Kaplan Insurance Group, LLC. He brings more than 30 years of experience in the life insurance business, with extensive expertise in special risk underwriting. As a wealth advisor, Ted helps clients address their financial and investment needs with guidance tailored to their individual goals and circumstances. His background in both insurance and investments allows him to help clients navigate complex financial needs and incorporate insurance considerations into their broader financial strategies.
Ted holds Series 7, 24, 63, and 65 securities registrations. He earned a Bachelor of Arts in political science from George Washington University and a Juris Doctor (JD) from George Mason School of Law.