John Caplan

John is a partner and senior wealth management advisor at Radiant Wealth Management. He has over 23 years of experience in the financial services industry as a financial advisor and portfolio manager for clients in the education, not-for-profit, research, and medical fields. He also works with business owners.

John takes a “need-based” approach to each client relationship beginning with the financial plan designed to meet the client’s financial and personal goals. Then with a disciplined approach to maintaining specific risk levels in the portfolio tied to those goals. John helps his clients pre-and post-retirement from retirement income to estate planning. His approach is always putting the client’s interest first.

Before founding Radiant Wealth Management, John spent 15 years as a wealth advisor at TIAA-CREF where he provided investment advice, portfolio management, and financial planning services for clients.

John maintains a series 7, 66, 24, and life insurance licenses. He received a bachelor of arts degree from the University of Redlands.

John lives in Northford, CT. He has two adult children, Jake and Jordan. John enjoys traveling and gardening.