Elias Kaplan, CFP®

Vice President
Wealth Manager

Biography

Biography

Elias Kaplan joined Lido 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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