Elias Kaplan, CFP®

VP, Wealth Manager

Elias Kaplan joined Lido Advisors in 2022, working with individuals and families to implement financial plans designed to achieve their personal and financial goals. Elias began his career as an IT Risk Advisor in New York City after graduating with a bachelor’s degree in finance and management information systems. He then joined Altfest Personal Wealth Management in 2019 where he became a CERTIFIED FINANCIAL PLANNER™. Elias resides in New York City and enjoys exercising, traveling, and spending time with family and friends, especially his two nephews.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.