Dave Kaplan has served the St. Louis area as a financial advisor since 1996. Dave’s focus is on helping individuals and small businesses build and preserve wealth, while also planning for inter-generational wealth transfers.
Dave is a partner and member of the executive management team at Cornerstone Wealth Management, a registered investment advisory firm with over 90 advisors across the country.
Dave received his undergraduate degree from the University of Illinois and, in 1987, earned his MBA at Washington University in St. Louis.
In his spare time, Dave keeps busy with his family and friends golfing, camping, enjoying The Muny and The Fox Theater, and cheering for his beloved Illini.
Dave and his lovely wife, Libbie, have two amazing kids, Abbie and Sam, and one spoiled puppy named Patch.