Josh Kaplan, CFP®, EA

Senior Paraplanner

Getting to Know Josh


Josh joined Armstrong, Fleming & Moore, Inc. in July 2020 as a Client Service Associate. He graduated from Virginia Tech in May 2020.

While at Virginia Tech, Josh majored in finance in the CERTIFIED FINANCIAL PLANNER™ certification education track and also in accounting and information systems.

Josh is from Richmond, Virginia, but was drawn into the excitement of DC and the endless food options available. If he is watching soccer, he enjoys to watch the Premier League supporting West Bromwich Albion but also is a Baltimore sports fan. When not watching or playing sports, Josh enjoys visiting new places and going to concerts.

Certifications & Education


B.S. in Finance and B.S. in Accounting and Information Systems (ACIS), Virginia Tech


FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network®

ENROLLED AGENT, EA certification

More From

Josh Kaplan, CFP®, EA

Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan

April 10, 2024Josh Kaplan, Nicolette Davicino

The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…

Insights from Nicolette & Josh, CFPs® and Enrolled Agents

March 5, 2024Nicolette Davicino, Josh Kaplan

Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…

How to Stay Safe With Online Payment Tools

July 25, 2023Josh Kaplan

Online scams are growing increasingly prevalent, and they continue to get smarter. I remember a family friend who fell victim…

2022 Year In Review

January 31, 2023Josh Kaplan

To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…

Student Loans – Loan Forgiveness & Other Benefits

October 26, 2022Josh Kaplan

For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…

Preparing Taxes

April 13, 2022Josh Kaplan

We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…

Why Investing is More Difficult Than Just Choosing the “Right” Securities

July 1, 2021Josh Kaplan

Investing can seem to be a simple concept – buy when the market is low and sell when it’s high…

529 Accounts: The Ins and Outs of Qualified Expenses

May 7, 2021Josh Kaplan

As you may know, 529 accounts are a great savings vehicle for many individuals to save money for education. The…