Aaron M. Kaplan

Aaron M. Kaplan

Vice President, Financial Adviser

As a Financial Adviser at Telos Capital Management, Inc., Aaron works directly with clients, helping them make strategic investment decisions and achieve their long-term retirement goals. He is part of the business development and client service team, working directly with Jonathan Fairchild, to provide excellent service to Telos clients and business partners.  Prior to joining the Telos team, he worked for New York Life Insurance Company and NYLIFE Securities, where he started in 2017.

Aaron was born and raised in San Diego, where his family has lived since 1958. He earned his MBA from UCLA Anderson School of Management, graduating with a Specialization in Global Management. Prior to business school, he studied at Yeshiva University in New York, earning his undergraduate and graduate degrees. 

Living in San Diego with his wife and son, Aaron loves spending time with his family and friends. He enjoys playing (and watching) sports with his son, spending time with his wife, persevering through early morning workouts, and is dedicated to make a positive difference in his community.