Joseph A. Caplan ‘05, a Partner at RRBB Advisors, LLC, and Rosenberg Rich Baker Berman, PA, has been named to the NJBIZ 2026 “Leaders in Finance” list. The NJBIZ “Leaders in Finance” program recognizes financial professionals across New Jersey who demonstrate leadership, innovation, and meaningful impact in guiding businesses and strengthening the financial community.
A resident of Howell, NJ, Caplan received his Bachelor of Science in Accounting, cum laude, from CSI in 2005, and then received his Master of Business Administration from Saint Peter’s University in 2010.
“I’m honored to be included among this year’s ‘Leaders in Finance’,” he said. “New Jersey has an exceptional community of financial professionals committed to helping businesses succeed. I’m grateful to work alongside talented colleagues and clients every day, and I’m proud to contribute to a profession that plays such an important role in supporting business growth.”
Celebrating professionals across banking, accounting, investment, and financial services who help shape the economic strength of New Jersey, honorees listed on NJBIZ’s “Leaders in Finance” are selected for their leadership, professional accomplishments, and contributions to the broader business community. NJBIZ will recognize the 2026 “Leaders in Finance” during an awards ceremony from 8:00am to 10:30am on April 28 at The Marigold in Somerset. Tickets and event information are available through the NJBIZ event page.
At RRBB, Caplan helps clients navigate complex tax matters, regulatory changes, and long-term planning decisions, with a focus on delivering practical guidance that supports sustainable growth. He focuses on providing tax, advisory, and accounting services to owner-managed businesses in various professional service industries. Generally, these industries include medical and dental practices, law firms, real estate, and small businesses. He counsels clients on business and tax strategies to assist them in dealing with short- and long-term challenges, opportunities, and growth.
NJBIZ also listed him in the 2019 “Vanguard Series: Accounting” issue. Caplan is an active member of the New Jersey Society of Certified Public Accountants (NJCPA), past President of the Monmouth/Ocean Chapter, and former chair of the Chapter’s Healthcare Committee. Because of his contributions to the profession, he received the NJCPA “Ovation Award: Impact” in 2023. Caplan also formerly served on the Young Member Leadership Committee for the American Institute of Certified Public Accountants (AICPA) and was a member of the AICPA Foundation Scholarship Committee. He graduated from its Leadership Academy in 2018 as one of only 41 CPAs selected nationwide.
– Story courtesy of RRBB Media Relations
