Eric Kaplan and Fernando Gonzalez
Investment Planning
Eric Kaplan, CDFA® and Fernando Gonzalez, CRPC® have more than 40 years of combined experience providing clients with financial advice and guidance. After working in the wealth management industry at some well-known institutions, the two joined forces in 2014 to launch K&G Financial Group.
At K&G Financial, clients are advised holistically. This means they spend time getting to know their clients before pen hits paper. They take a “quarterback” approach, where they are engaged with their clients’ trusted tax and legal advisors to make sure that all aspects of their financial lives are being addressed. They help clients understand the tools they already have in place, as well as finding ways to potentially strengthen those positions.
“Personalized attention is something we value,” says Kaplan. “Whatever our clients need, we strive to make sure they have it.”
Their clients include business owners, attorneys, doctors and other high net worth individuals, but they are aware that most don’t start at the top.
Kaplan and Gonzalez pride themselves in making their services available to anyone regardless of net worth because, as Gonzalez points out, “Everyone needs help, and our job is to figure out how to best advise them. Clients all face similar issues just in different circumstances and degrees and we are sensitive to that.”
“K&G Financial works with many families whose accounts span four generations and the weight of that trust and responsibility to manage their assets is not lost on us. Every decision we make or suggest comes with our client’s best interest first.” says Kaplan.
K&G Financial works with clients at all stages of life from people starting out in the work force to retirees. “All clients ask, “How do I balance my short-term needs against those long-term decisions?” says Gonzalez.
Gonzalez holds a Chartered Retirement Planning Council (CRPC®) designation, conferred by the College of Financial Planning, while Kaplan holds a Certified Divorce Financial Analyst (CDFA®) designation. These designations can help them as they work with their clients to understand their individual situations.
K&G Financial Group, 1210 S. Federal Highway, Ste. 201, Boynton Beach, 561-237-5200, kaplanandgonzalezfg.com
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through WealthCare Advisory Partners, a registered investment advisor. K&G and WealthCare Advisory Partners are separate entities from LPL Financial
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