James D. Kaplan

KB Financial

Princeton, NJ

Jim is co-founder and CEO of KB Financial. He has been a financial advisor since graduating from Lehigh University in 1983. As CEO, Jim works with the KB Financial team to develop the overall strategy of the firm and leads the effort to continually refine and improve client offerings.

Jim serves on the Board of Directors of M Financial Holdings, Inc. and is a member of the Product Development Group. He is a Chartered Life Underwriter (CLU) and serves on the Lehigh University Parents Council, the Princeton Day School Leadership Gift Committee, and is involved with a number of local charities focused on providing food for the underserved. Jim is a frequent lecturer at financial institutions, law firms, and industry meetings.