Kaplan Partners' Founder & CEO Joins Clarifi Board of Directors

Clarifi today announced that Alan J. Kaplan, Founder & CEO of Kaplan Partners, has joined the organization’s Board of Directors. Kaplan is a leader in talent management, leadership succession and corporate governance across the financial services, middle market and private equity sectors. He has more than 30 years of executive evaluation and governance experience and has personally led nearly 100 CEO/ Succession projects, and hundreds of CFO, Board and C-Suite consulting, management assessment and executive search assignments. Kaplan began his career in corporate banking with two leading Philadelphia institutions.  He is a National Association of Corporate Directors Certified Director and Board Leadership Fellow and currently serves as a member of the NACD Philadelphia Board of Directors. 

“We are thrilled that Alan is joining the Clarifi team as a member of our Board of Directors,” said Clarifi Executive Director Steve Gardner. “We are particularly excited by his expertise in corporate governance and helping to enhance diversity within his client organizations, which will only strengthen the financial counseling and education services we offer to low-income families across the Delaware Valley. Alan has expressed a clear commitment to this community, and I have no doubt that we will do great things together.”

“I am grateful for the opportunity to join the Clarifi Board and to support the organization’s continuing success,” said Kaplan. “There is a critical need to elevate the conversation around financial literacy and financial empowerment, and I look forward to assisting with this effort.”

Kaplan’s board service will support Clarifi’s low-to-no-cost services in Philadelphia, the surrounding suburban counties, South Jersey and Northern Delaware. In 2021, Clarifi provided financial counseling and education to nearly 7,000 households in the region. With assistance from their counselors last year, 585 Clarifi clients reduced their unsecured debts by 10% or more, 1,957 established emergency savings funds, 94 purchased a home, and 958 improved their credit scores by 35+ points.

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