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Donald K
Series 63
Visalia, CA
Commonwealth Financial Network
Donald Kaplan is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Commonwealth since 2014 and has maintained a concurrent career as a self-employed CPA since 1991. Outside of his advisory role, Kaplan serves as secretary, treasurer, and co-owner of a family citrus farm through Mirizzi Farms Inc. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.
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