Broker Check
Benjamin Caplan  AIF®

Benjamin Caplan AIF®

Financial Advisor

As an LPL Financial Advisor and Accredited Investment Fiduciary®, Ben enjoys helping his clients establish financial goals while developing custom plans that pursue their long term financial success.  He believes one of the most important aspects of planning includes building long term relationships with clients and their families. Using a personal and precise approach that takes into consideration goals, life events, and daily life Ben aims to help ensure his clients financial wellbeing.

Ben holds a Bachelor of Science in Marketing from the E.J. Orso College of Business at Louisiana State University in Baton Rouge. He is an Accredited Investment Fiduciary (AIF®) and has over 11 years of experience in the financial services industry.

Giving back to the community is also important to Ben. He is currently volunteering as a board member with JNOLA, The Lake Pontchartrain Basin Foundation, and Congregation Gates of Prayer. Ben and his wife Darrah are graduates of the 2015-2017 Kats-Philips Leadership Development program and are involved with the Jewish Federation of Greater New Orleans. In his spare time, Ben enjoys fishing out of Hopedale and deer hunting in the country. He and his wife have two amazing sons, Izaac and Nathan, which are the light of their lives.