May 6, 2022

Kaplan Brings Expertise in Board Governance and Financial Services to Enhance Clarifi’s Mission

Philadelphia, PA – 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.

About Kaplan Partners:

Kaplan Partners is a 28-year-old retained executive search and board advisory firm headquartered in Philadelphia. Kaplan Partners advises CEOs, investors and Boards of financial institutions on the identification, assessment and selection of new CEOs, senior operating executives and Directors.  In addition, the firm’s Board Advisory Services focus on Director Succession, Performance, Diversity and Recruitment.  Kaplan Partners also conducts Executive Assessments of leadership teams to enhance succession planning and professional development efforts. 

The firm is well known for its expertise in corporate governance and CEO succession for financial institution clients.  Kaplan Partners is an accredited member of the Association of Executive Search and Leadership Consultants (AESC), and Alan Kaplan served as a Member of the AESC Global Board of Directors.  The firm is also a founding Member of the Partners Search Alliance, a nationwide affiliation of leading boutique firms. More information at

About Clarifi:

Established in 1966, Clarifi is the leading financial wellness nonprofit in Philadelphia and the Delaware Valley. Through counseling and education, Clarifi helps people at all income levels, but with a special focus on low-to-moderate income families, improve credit, reduce debt, manage student debt, prepare for homeownership, avoid foreclosure and more. Clarifi’s mission is to empower individuals to achieve financial resilience and positively impact their communities. More information at