Gregory Kaplan (CRD# 7695762) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newfront Retirement Services, Inc. | San Francisco, CA | Oct 2022 - Current | 1 |
| Abd Insurance & Financial Services, Inc. | San Mateo, CA | Oct 2022 - Current | 1 |
| Specialized Bicycle Components, Inc. | Morgan Hill, CA | Jan 2017 - Oct 2022 | 5 |
| Microsoft Corporation | Redmond, WA | Jul 2008 - Dec 2016 | 8 |
- CA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$8,732,259
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, FL, MA, NH, NY, TN, TX, UT, VA, WA
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