He navigates the complex and high-risk areas that most insurance carriers don’t cover, showcasing his unique expertise and dedication.
NEW YORK, NY, June 13, 2024 /24-7PressRelease/ — Adam S. Kaplan has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
A seasoned insurance industry expert with a proven track record of success, Mr. Kaplan excels as the managing director for an appointed agency of Cabrillo Coastal General Insurance Agency, LLC, which specializes in residential property insurance for hurricane-exposed areas. In this capacity, he navigates the complex and high-risk areas that most insurance carriers don’t cover, showcasing his unique expertise and dedication. In addition to his work with Cabrillo Coastal, he honed his knowledge as a Couch Braunsdorf Insurance Group risk management consultant and as president of consulting services for the eponymous Adam Kaplan SP. Over the years, Mr. Kaplan worked as a financial adviser for International Assets Advisory, vice president and New York director of IHT Wealth Management, and insurance broker for National Life Group.
Mr. Kaplan’s educational journey is a testament to his unwavering dedication to learning and ability to apply knowledge professionally. He gained valuable expertise in finance, investment, wealth management, and data entry through various roles with prestigious institutions such as Merrill Lynch and Morgan Stanley. His insatiable thirst for knowledge led him to excel in his undergraduate studies with high honors at the University of Rochester and to master his graduate training at Harvard. He further enhanced his professional qualifications by obtaining series 7 and 66 licenses and becoming a licensed risk agent, broker, and consultant. This relentless pursuit of knowledge has been instrumental in his successful career in the insurance and finance industry.
Mr. Kaplan’s commitment to social responsibility is as strong as his professional acumen. He has contributed as a member of the prestigious Harvard Club of New York City and actively supports several charitable organizations. His contributions to the Autism Cares Foundation, the Alzheimer’s Foundation of America, the OneFamily Fund, and the Jordan G. McFaull Scholarship Foundation have made a significant impact and inspired others to follow his lead. His dedication to these causes is a testament to his altruistic nature, further enhancing his professional profile.
Throughout his career, Mr. Kaplan has been featured in several articles, including “Adam S. Kaplan Supports OneFamiy Organization,” “Adam S. Kaplan – A Seasoned Professional Expert,” and “Adam S. Kaplan Contributes to Dorot, Supporting Jewish Seniors at Passover.” Likewise, he has appeared in “Twinning” and “Close Up Kings” as himself. Due to his professional achievements, he has won several Top Producer, Emerging Leader, and Young Emerging Leader Awards. Similarly, Mr. Kaplan has been inducted into the Beta Gamma Sigma Honor Society, the Omicron Delta Epsilon Honor Society, and the Phi Beta Kappa Honor Society. While his career has been filled with highlights, he takes the most pride in the Junior Life Insurance Policy he arranged for his niece.
Though hard work and dedication have brought him far in his career, Mr. Kaplan credits his success to his parents’ unconditional support. Looking towards the future, he intends to maintain a satisfied substantial client base, continue conducting innovative research, expand into potentially untapped risk areas, while focusing on personal growth, philanthropy, and charitable endeavors.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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