Jocelyn Rae Kaplan, American financial planning firm executive. Recipient National Quality award National Association Life Underwriters, 1978; Agent of Year award General Agent and Mgrs. Association, 1978. Member International Association Finance Planners, Institute Certified Finance Planners, Registry of Finance Planning Practitioners.
Background
Kaplan, Jocelyn Rae was born on April 23, 1952 in Lynbrook, New York, United States. Daughter of Eugene S. and Adeline (Dembo) K. Bachelor of Science, Northwestern University, 1975. Certified finance planner.
Insurance agent Fidelity Union Life Insurance Company, College Park, Maryland., 1976-1977, Bankers Life Insurance Company, Rockville, Maryland., 1977-1980.
Education
Finance planner Reutemann & Wagner, McLean, Virginia, 1980-1982. Finance planning casewriter McLean Finance Group, 1982-1983. Director finance planning DeSanto Naftal Company, Vienna, Virginia, 1983-1985.
President Advisors Finance, Incorporated., Falls Church, Virginia, since 1985.
Founding member, treasurer Congregation Bet Mishpachah, Washington, 1981, vice president, 1982, president, 1983.
Career
Insurance agent Fidelity Union Life Insurance Company, College Park, Maryland, 1976-1977, Bankers Life Insurance Company, Rockville, 1977-1980. Finance planner Reutemann & Wagner, McLean, Virginia, 1980-1982. Finance planning casewriter McLean Finance Group, 1982-1983.
Director finance planning DeSanto Naftal Company, Vienna, 1983-1985. President Advisors Finance, Inc., Falls Church, since 1985.
Membership
Founding member, treasurer Congregation Bet Mischpachah, Washington, 1981, vice president, 1982, president, 1983. Member Finance Planning Association.