Mathew  Kaplan

Mathew Kaplan

Financial Advisor

I grew up in Weston, Florida. I went to college at the University of Colorado at Boulder where I studied architecture. After I graduated, I took a year to try to break into golf course design, but ultimately decided that pursuing a career in architecture was more enticing. A year later I got my masters at Florida International University. After I graduated, I worked for Carolina Business Interiors as a designer/project manager/sales representative. While there I discovered and developed a love for the stock market and world of business in my spare time. I realized I was enjoying listening to earnings reports and reading about businesses way more than what I was doing, so I set out to make that my career. 


A couple years later I was ready to take a leap of faith by leaving a profession I had spent the last 9 years in for a new endeavor. I started at Northwestern Mutual where I received excellent training in investments, money management, and insurance. I am able to draw on my education as both an architect and a financial advisor in order to provide an engaging and unique experience for the client. I bring the design process to the financial world by listening to every client's needs, carefully drawing up a plan, and then helping them build their financial future.