Jeffrey Kaplan has spent more than 45 years helping individuals, families, business owners, and professionals make thoughtful decisions about their money, their businesses, and their futures. His work has always been grounded in a simple belief: good advice starts with trust, and trust is built by putting the client first.

In 2001, Jeff co-founded KKA Financial with a vision to provide clients with trusted advice and exceptional service. He built the firm around the principles that continue to guide his work today—integrity, expertise, and long-term relationships. With a foundation in accounting and tax planning, Jeff understood early on that successful financial planning is about more than investments. It is about seeing how the pieces fit together and helping clients make decisions that preserve what they have built and prepare it for what comes next.

That perspective continues to shape how Jeff serves clients. He specializes in tax-efficient strategies, estate planning, and wealth preservation, working closely with business owners, professionals, and multigenerational families. His approach is deliberate and personal: understand where a client is today, understand where they want to go, and build a plan that
connects the two.

Jeff holds the CERTIFIED FINANCIAL PLANNER™ professional designation, along with CPA and JD credentials. He earned his B.B.A. in Accounting from the University of Michigan and his J.D. in Law from Wayne State University. After more than four decades combined in accounting and financial planning, his philosophy remains much the same as it was when he started: listen carefully, provide thoughtful advice, and always put the client’s interests first.

Jeremy Kaplan began his career in technology consulting, working in system integration and product management.  That experience taught him to think in systems, solve complex problems, and look for better ways to connect individual pieces into something that works as a whole. Over time, he found himself drawn to another kind of problem: helping people make better decisions about their money and their future.

That path led Jeremy back to school, where he earned a Master’s in Accounting from New
York University. Accounting gave him a deeper understanding of how financial decisions work beneath the surface, while financial planning gave him the opportunity to use that knowledge in service of people and families.

Today, Jeremy is President of KKA Financial. Since joining the firm in 2023, he has focused on helping individuals and families build, protect, and transition wealth through comprehensive planning and investment management. The work is not simply about managing a portfolio. It is about understanding the full picture and making sure the pieces—investments, taxes, retirement, risk, and long-term goals—work together.

That integrated approach is central to how Jeremy works. His background in technology
and accounting gives him both a technical perspective and a big-picture view, allowing him
to incorporate modern tools and thoughtful strategies into personalized financial plans.
Tax efficiency is an important part of that process, helping clients make decisions with an
understanding of both what they may earn and what they ultimately get to keep.

Jeremy holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is a
Certified Public Accountant (CPA). He earned his B.A. in Informatics from the University of
Michigan and his M.S. in Accounting from New York University. He also holds FINRA Series 7 and Series 66 registrations.

The philosophy is straightforward: understand the details, never lose sight of the bigger picture, and use every available tool to help clients move toward what they want their money to accomplish. For Jeremy, financial planning is ultimately about creating clarity around important decisions and helping families build a financial life that can grow, adapt, and endure.

Outside of work, Jeremy enjoys playing and watching sports, exploring technology, traveling, experiencing different cultures, and discovering great food and restaurants.