Seth Kaplan is a CFP® practitioner and Certified Divorce Financial Analyst. He has eleven years of experience working in the financial industry and is recognized and respected by many for his focus on guiding clients through the financial transition of divorce. Seth helps his clients with their divorce-related financial situation by educating them on financial matters and increasing the chances of arriving at a settlement that can fully address their short-term and long-term financial needs. To this end, he commonly takes a team oriented approach, working with his client's CPAs, attorneys and other trusted advisors.
Seth is actively involved in various divorce financial specialist practice groups, including the Institute for Divorce Financial Analysts, California Divorce Planners Network, and the Sacramento Collaborative Divorce Practice Group.
|
| Firm/BusinessName: |
RW Baird & Co. |
| Address(es): |
300 University Avenue
Ste 200
Sacramento CA 95825 USA
|
| Phone: |
916-523-2010 |
| Fax: |
916-523-2050 |
| Email: |
skaplan@rwbaird.com |
| Website: |
http://www.sethkaplanfinancialadvisor.com |
|
|
|
|
| Professional Activities |
| No response provided.
|
|
| Professional Licenses |
Certified Divorce Financial Analyst ™
CERTIFIED FINANCIAL PLANNER™
NASD Series 7, 9, 10, 63, and 65 registrations
Licenced for Life, Health & Long Term Care Insurance
|
|
| General Comments |
| No response provided. |
|
| Areas of Practice |
|
Financial
| |
| Education |
| Undergraduate Education |
| B.A. (Psychology) from California State University Sacramento |
| Professional Education |
| No response provided. |
|
| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2004 |
Basic Collaborative Law Training |
Mark Hill |
3 |
| 2005 |
Basic Interdisciplinary Training |
Nancy Cameron |
14 |
| 2006 |
Mediation Training |
Sharyn Kaplan & Adrian Cantor |
30 |
| 2007 |
Intermediate Interdisciplinary Training |
Pauline Tesler & Peggy Thompson |
15 |
| 2008 |
CP Cal Celebration III |
Various |
5 |
| 2008 |
Tax Issues of Callaborative Divorce |
Hal Bartholowew & Beverly Brautigam |
6 |
|
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
|
