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HISTORYPeter J. Caplan, CFP© Owner and Principal of Caplan Asset Management, LLC, specializes in personal and business wealth management as an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Peter has over 20 years experience in the financial services industry. He started Caplan Asset Management, LLC in 1999. Education: B.A. Brown University 1985 FINRA Registrations: Series 6, 63, 7, 65 Insurance Licenses: Life, Accident & Health CERTIFIED FINANCIAL PLANNERTM Professional | ||