(508) 543-1056 Peter@caplanmgmt.com
Peter Caplan

Peter Caplan

Principal, Owner

Peter 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.

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