Daniel M. Kaplan

Special Needs Planner

Dan began his career in the financial markets over 25 years ago as a treasurer and chief dealer at some of the largest banks in the country and the world. He developed a passion to help others protect and solidify their future. Dan is the current President of the National Association of Insurance and Financial Advisors - Monmouth/Ocean Chapter, and a qualifier and life member of the Million Dollar Round Table. He speaks for those who are not in the position to speak for themselves. One area of expertise is estate planning for families with special needs. He is a former specialist at MetLife’s Division of Estate Planning for Special Needs and Families, and directed the physical education program for Children with Cognitive Disabilities at a non-profit organization. Dan has also received his certificate of completion on Retirement Income Planning held at the Wharton School of Business