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Wealth Habits 0 Skip to Content Book a Meeting Open Menu Close Menu Book a Meeting Open Menu Close Menu Financial Advisor for Business Owners, Tech Professionals, and Creatives Your investments , taxes , and estate plan are strategically optimized to work harder for you, together forming a comprehensive financial plan that is designed to meet your unique financial needs and goals . WHAT IS WEALTH HABITS? Wealth Habits is a fee-only, fiduciary financial planning and investment management firm founded by Gabriel Kaplan , CFP® and CPA. Our mission is to offer tailored strategies that align with your unique goals and values. Whether you’re managing stock options, planning for retirement, or navigating cross-border finances, we’re here to simplify the process and guide you every step of the way. WHO WE SERVE Tech Professionals From startup founders to employees managing stock options, we help you maximize opportunities while building financial security. Self-Employed Professionals Optimize your cash flow, reduce your taxes, and craft a plan that works as hard as you do. Latam Immigrant Families Navigate the transition of assets to the U.S. with confidence, protecting what matters most to your family. Entrepreneurs Business Owners Streamline your finances, plan for growth, and connect your business success to your personal wealth goals. Medical Legal Professionals Simplify your finances and focus on what matters most—your career, family, and future goals. WHAT WE SOLVE Your financi

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