Stu Caplan, CFP®
Login to view DISC.Stu Caplan is a Senior Wealth Strategist and CERTIFIED FINANCIAL PLANNER® professional at Members Wealth, with over 20 years of experience serving high-net-worth families. He holds an MBA from the University of Maryland and has extensive experience managing portfolios through major market events, including the 2008 financial crisis.
Outside of work, Stu is an avid golfer and is active in his community, volunteering as a board member for the PKD Foundation and Abrams Hebrew Academy. He lives in Bucks County, PA, with his wife and two sons, and is a passionate Philadelphia Eagles fan.
He has a personal connection to the PKD Foundations mission, as he lives with Polycystic Kidney Disease, which he inherited from his mother.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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