Kaplan is the chief executive officer and founding partner of LexION Capital, a New York-based fiduciary wealth management firm.

Kaplan has been featured as a personal finance expert and entrepreneur in a variety of business and consumer publications.

[1][2][3][4][5][6][7][8] She has also been featured on a variety of radio shows and podcasts.

[13] Kaplan has been featured as a keynote speaker for several entrepreneurial and business organizations, including Inc.'s 2013 GrowCo Conference[14] and the U.S. Chamber of Commerce Center for Women in Business Summit 2014.

[16] Since October 2012, she has been a bi-weekly correspondent on local and national news shows, speaking on topics ranging from saving for retirement[17] to the state of unemployment.