Nicholas Kaplan, CPA, CFP®
Wealth Advisor, Director
Nick is a Wealth Advisor in MAI’s Wealth Management Group. He joined MAI in 2016 as a Senior Tax Associate in the Tax Department, focusing on individual tax planning and compliance. In 2019, he began working as a Senior Financial Planning Specialist on the Financial Planning Team, helping to maintain MAI’s wealth management platform. In 2020, Nick joined the Wealth Management Group in his current role where he helps facilitate the integration of financial planning services including tax, investment, retirement, estate, and insurance planning.
Prior to MAI, Nick was a Senior Tax Accountant at HW&Co. for over three years, where he focused on tax planning and preparation for corporations, partnerships, and high-net-worth individuals.
Nick earned both his BSBA in Accountancy and his MBA from John Carroll University. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the American Institute of Certified Public Accountants.