Jon Caplan is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the financial services industry. He works directly with individuals, families, and business owners to help them make informed decisions, stay organized, and feel confident about the direction of their financial lives — guided by a planning-first approach and a genuine commitment to each client's long-term wellbeing.
Jon's experience across multiple roles in the industry has given him a well-rounded foundation in both financial planning and client service. He brings a high level of responsiveness, attention to detail, and a thoughtful use of technology to deliver personalized guidance that fits how people actually live and work.
At Neponset Valley Financial Partners, Jon is proud to be part of a family-driven practice — working alongside his father as part of a long-term succession plan. He is focused on building on the firm's established foundation and serving clients with the same care, consistency, and personal attention that have always defined the practice. For Jon, family is central to both his life and his philosophy as an advisor.
Jon lives in Canton, Massachusetts. He's an identical twin and will be the first to tell you he's the better-looking one. He's very close with his family and loves spending time with his two young nieces. Staying active and exercising are a big part of his daily routine, and he takes equal pride in the kitchen — particularly when it comes to making restaurant-quality steaks at home. He's an avid Boston sports fan with a particular passion for the Patriots and Celtics, and he loves exploring new restaurants and breweries around the city, with a special soft spot for South Shore bar pizza. In the summer, he looks forward to time in Chatham on the Cape with his family. You'll also find him hiking the Blue Hills or on the golf course trying not to embarrass himself.