Caplan Asset Management, LLC

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Description

Peter J. Caplan, CFP © Owner and Principal of Caplan Asset Management, LLC, specializes in personal and business wealth management as an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Peter has over 20 years experience in the financial services industry. He started Caplan Asset Management, LLC in 1999. Education: B.A. Brown University 1985 FINRA Registrations: Series 6, 63, 7, 65 Insurance Licenses: Life, Accident & Health CERTIFIED FINANCIAL PLANNERTM Professional This communication is strictly intended for individuals residing in the States of: AZ, CA, CO, CT, IL, ID, KY, MA, MD, ME, NC, NH, NJ, NY, OR, RI, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA / SIPC , a Registered Investment Adviser.

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