As a Managing Director out of the Sacramento office, Seth Kaplan and his team work with select groups of individuals, providing comprehensive financial advisory and wealth management services that are specially tailored to each client’s personal financial situation.
Whether assisting clients who are selling a business, who have had a recent liquidity event, or who are going through the transition of divorce, Seth and his team are driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship.
SETH KAPLAN, CFP®, CPWA®, CDFA®, MAFF
Seth Kaplan is a Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™ practitioner, with over 20 years of financial advisory and investment management experience. He is also a holder of the Certified Divorce Financial Analyst and Master Analyst in Financial Forensics, and he is involved in various financial planning and divorce financial analyst professional groups.
When working with traditional financial advisory clients, Seth’s primary focus is on comprehensive wealth management. He often works closely with his clients’ CPA’s and attorneys to help build and coordinate personalized wealth management strategies that reflect the client’s financial status, tax situation, risk tolerance, and family dynamic.
In addition to providing traditional wealth management services, Seth has specialized training and expertise as a Certified Divorce Financial Analyst and Certified Forensic Financial Analyst™. He works with clients (and their attorneys and mediators) through the transition of divorce by providing expertise relating to the financial details, along with thoughtful counsel and perspective regarding possible settlement options.
A California State University of Sacramento graduate, Seth is a firm believer in the value of ongoing career-related education. In addition to the various licenses* and various certifications that he holds, he is actively involved in various financial planning and divorce-related professional groups. He is a member of the Investment Management Consultant Association, Cal CPA Family Law Division, AICPA, National Association of Certified Valuation Analysts, and the Institute for Divorce Financial Analysts.
CA insurance license number 0C21994
Olivia Langs, CFP®, CDFA®
Associate Financial Advisor
Olivia Langs joined Baird in the Fall of 2016 becoming a Certified Divorce Financial Analyst and CERTIFIED FINANCIAL PLANNER™ practitioner shortly thereafter . She works with Seth Kaplan in his financial advisory and divorce related analyst engagements.
Olivia assists Seth Kaplan with traditional wealth advisory services, and she provides specialty expertise to assist with divorce related financial matters. When working with traditional financial advisory clients, Olivia focuses on a comprehensive and customized planning approach for each client. When providing divorce financial analyst services, she ensures the proper time is taken to study and understand each unique case, providing analytical support to Seth as they work with clients and their attorneys or mediators towards possible settlement options.
Graduating Summa Cum Laude with her B.S. degree in Finance, Olivia takes great pride in using her knowledge to provide exceptional care and expertise to clients. In addition to being a Certified Divorce Financial Analyst and CERTIFIED FINANCIAL PLANNER™ practitioner, Olivia holds the FINRA Series 7, 66, 9 and 10 registrations, and is licensed for life insurance in the state of California.
CA insurance license number 0K12085.
Senior Client Specialist
Lynn Matsuda joined Baird in the summer of 2012. As a Client Specialist, she brings over 20 years of operations experience, having worked with several wealth management firms throughoutthe Sacramento area.
Lynn strives to provide excellent client service and assistance in all aspects of the financial planning process. Her organizational skills and dedication ensures that each client’sneeds are handled thoroughly and efficiently.
A Cal Poly San Luis Obispo graduate, Lynn takes pride in ongoing education. She holds the FINRA Series 7 and 63 registrations, and is licensed for life insurance in the state of California.
CA Insurance 0E51407