Featured Alumni Entrepreneur: Brett Kaplan ’15

The idea for Brett’s Napkin started by accident. I was on the phone with a good friend of mine who was moving to Miami and asked if I could create a budget for him. I quickly grabbed a pen and a napkin off my kitchen table and began asking him questions about his income and financial objectives, and within 15 minutes built him a simple budget on a napkin. I quickly realized this napkin could be a concept for a personal finance blog, where I could explain at an elementary level, topics such as budgeting, investing, saving and retirement planning, all which could fit on a napkin. And Brett’s Napkin was born. Founded in July 2018, our goal is to be the premier personal finance blog.

Brett’s Napkin is your coach on all things finance. My advice and tips all fit on a napkin. After reading my napkin, we dive into the details on topics such as investing, saving, student loans, credit cards, early retirement planning and living in retirement, just to name a few. My objective is to help you build an understanding of your finances and how to be effective and efficient when using and investing your money.

As a fellow Whitman alumnus, I am asking you to check us out at www.brettsnapkin.com and if you like what you see, spread the word with your family, friends and anyone else you think can benefit from it. Also, personal feedback and content suggestions are much appreciated, and I am happy to answer any questions at brett@brettsnapkin.com.

Brett Kaplan

Brett Kaplan

Brett Kaplan's financial journey began nearly 15 years ago as a teenager who wanted to learn more about the stock market. After reading a book on investing for teenagers that his mother bought him, he was hooked. He saved $500 from babysitting and working a part-time job at a restaurant and began buying and selling stocks. From there, his thirst for knowledge only grew, and after years of studying and trading in the stock market, interning for several large investment banks, and reading everything he could get his hands on, Kaplan was able to land a job on Wall Street. Today, he continues his work in banking at Raymond James where he structures municipal bonds for state and local governments across the country.
Brett Kaplan

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