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Michael K
CFP®, Series 63, Series 65
Katonah, NY
OSAIC
Michael Kaplowitz is a CFP® certificant with over 40 years of experience in the financial services industry. He is currently with OSAIC and has worked previously at Securities America and related firms. In addition to his advisory role, he serves as a political district leader for the Somers Democratic Town Committee and volunteers as a board member of the Somers Lions Club. He also holds a J.D. and provides limited legal services on a very part-time basis. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting strategies that include Unified Managed Accounts and third-party money managers.
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