Our Team
Philip Kaplan
Regional Director, Private Client Group
Philip is an Insurance and Estate Planning specialist and has worked with Peck Financial since 2002. He has dedicated his career to helping our clients implement strategies to help preserve their legacy. He has a distinct talent in making complex financial products and structures easy to understand and coordinates well with other client advisors. Philip is experienced in meeting the needs of business owners, professionals, retirees, and high net worth individuals by focusing on tax-advantaged and preservation strategies. Phil resides in Long Island, NY, with his wife Dawn and has 4 grown children and 6 grandchildren.
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