Providing Financial Services Since 1986

Caplan Financial, a trusted presence in San Diego since 1986, stands as the ultimate destination for individuals and businesses seeking unparalleled insurance and financial solutions tailored to their unique needs. With access to the most competitive insurers in the market, we craft products designed to optimize results while remaining budget-friendly. Specializing in comprehensive coverage for both personal and business requirements, our dedicated team is committed to providing exceptional service, offering personalized guidance, and answering any questions to ensure peace of mind and prosperity. With Caplan Financial, your future is in expert hands, guaranteed to flourish and thrive.