Our Team

 

Jared S. Levy, CFP®, ChFC®
Managing Partner
jared@kapplanning.com
(212) 578-2006

Harold L. Wilshinsky, MSFS®, CLU®, ChFC®
Managing Partner
harold@kapplanning.com
(212) 578-2062

Steven Litner, CPA, ChFC®, CLU®
Managing Partner
steven@kapplanning.com
(212) 578-2090

Stephen Sabo
Vice President
sabo@kapplanning.com
(212) 578-2497

Nick Kavallieratos, CLU®, ChFC®
Chief Operating Officer
nick@kapplanning.com
(212) 578-2060

Jaclyn Fama
Executive Assistant
(212) 578-2006

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck