RK
 

Ryan Kaplan

Director
PFM Financial Advisors LLC
Contact

100 Montgomery Street
Suite 2150
San Francisco, CA 94104

kaplanr@pfm.com

Specialties
Financial Advisory

Education
Bachelor of Arts in Finance and Economics
Ohio Wesleyan University

Professional Designations or Licenses
Series 54 & 50

Started with PFM: 2025

Started in the Field: 2014

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Ryan Kaplan is a Director for PFM Financial Advisors LLC, where he advises clients on public finance strategy, infrastructure investment, and economic development initiatives. He specializes in structuring complex capital stacks, aligning multi-sector stakeholders, and delivering long-term value through innovative financing solutions.

Prior to joining PFM, Ryan served as Managing Director at DiPerna & Company, where he led over $650 million in municipal finance transactions across sectors including energy efficiency, real estate development, structured parking, and stadium financing. He advised municipalities, developers, and public agencies on capital planning, debt structuring, and public-private partnerships. Ryan also led the credit rating upgrade process for Ohio port authority bond funds and spearheaded a firm-wide growth initiative that increased revenue by 65%.

Earlier in his career, Ryan served as Senior Vice President at DiPerna & Company, where he launched a new business line focused on tax revenue forecasting for special taxing districts—securing 45 contracts and generating $500,000 in recurring revenue. He also played a key role in expanding the firm’s municipal advisory services, mentoring junior staff, and leading high-impact presentations to elected officials and stakeholders.

He holds a Bachelor of Arts in Finance and Economics with a double major in Sports and Management from Ohio Wesleyan University.

RK
 
Contact

100 Montgomery Street
Suite 2150
San Francisco, CA 94104

kaplanr@pfm.com

Specialties
Financial Advisory

Education
Bachelor of Arts in Finance and Economics
Ohio Wesleyan University

Professional Designations or Licenses
Series 54 & 50

Started with PFM: 2025

Started in the Field: 2014

Print/Save as PDF

Download Vcard

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