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Clifford L. Caplan, CFP®, AIF®

Clifford L. Caplan, CFP®, AIF®

Founder & President

As the President and Founder of Neponset Valley Financial Partners, my responsibilities encompass a wide range of crucial aspects of a client's financial plan. I specialize in retirement income planning and risk management, striving to help my clients enjoy retirement. Through my experience in the financial services industry, I have dedicated my career to helping clients pursue financial independence and serenity in their lives.

What motivates me every day is the desire to provide my clients with confidence and financial stability. I believe that the greatest value I can offer is the ability to guide my clients through their financial journey, helping them navigate the complexities of the market and making informed decisions. One of the most rewarding aspects of my job is the close interaction I have with long-time clients who have become friends. Building trust and understanding is at the core of my approach, allowing me to tailor financial strategies to meet each client's unique needs.

Throughout my career, I have constantly sought to expand my knowledge and experience. I have obtained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which further solidified my commitment to excellence. Additionally, in 2010, I earned the Accredited Investment Fiduciary® (AIF®) designation, certifying that I act as a fiduciary for each of my clients under management. I earned a Bachelor of Science in Finance from the University of Connecticut, which provided me with a sound foundation in financial principles. Later, I received an MBA from Boston University, further enhancing my understanding of business and finance.

Outside of my professional endeavors, I find joy in spending time with my family. I currently reside in Sharon, Massachusetts, with my wife, Amy. Together, we have been blessed with three adult children and two delightful granddaughters. When I am not serving my clients, you can find me traveling, diligently working out, enjoying sports as a spectator (particularly basketball and football), and cherishing moments with my grandchildren.