Broker Check

MEET THE TEAM

SETH KAPLAN, CFP®, CPWA®, CDFA®, MAFF®

Managing Director, Financial Advisor

Seth Kaplan is a Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™ practitioner, with over 25 years of financial advisory and investment management experience. He is also a holder of the Certified Divorce...

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Olivia Kaplan, CFP®, CDFA®

Associate Financial Advisor

Olivia Kaplan is a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of experience in the financial industry. She works with Seth Kaplan in his financial advisory and...

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Nancy Olson

Client Assistant

Nancy Olson joined Robert W. Baird as a Client Assistant to the Kaplan Team in June 2022.  She comes to the team with more than 30 years of experience in the Financial Services industry.Nancy grew up in Orangevale, CA and has two...

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Sue Dawson

Client Specialist

Sue Dawson joined Baird and the Kaplan Team in June 2023. She has over 15 years of experience in the Wealth Management Industry and holds Series 7 and Series 66 securities licenses. Sue was born in England and worked 7 years in the...

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As a Managing Director out of the Sacramento office, Seth Kaplan and his team work with select groups of individuals, providing comprehensive financial advisory and wealth management services that are specially tailored to each client’s personal financial situation.

Whether assisting clients who are selling a business, who have had a recent liquidity event, or who are going through the transition of divorce, Seth and his team are driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship.

Our team approach adds perspective to all we do and provides increased benefits to our clients.