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Financial Advisors for Professional Athletes - Secure Your Future While You're Young

Advisor Match

Professional athletes have singular needs when it comes to legal, tax, and financial matters. To secure their financial future, athletes need an investment strategy that can help them navigate the ups and downs in their income, making sure their taxes are covered, while also ensuring that they have a diversified financial portfolio in place for the long-term.

A financial advisor for professional athletes helps ensure that they may have the right investments in place to maximize their present earnings and provide financial security for their latter years. By financially planning for the future, athletes can protect and grow their earnings, invest in favorable high-return assets, design an estate plan as per their needs, etc., while keeping in mind their family dynamics and charitable wishes. At the same time, they may also undertake income replacement and disability coverage to protect their assets and health.

A financial advisor can also recommend suitable options to create wealth through investment management and asset allocation strategies that are customized to each professional athlete’s personal financial needs and requirements.

List of Qualified Financial Advisors for athletes
Financial Advisor Experience AUM Minimum Assets Fee Structure
Timothy Walla
CFP®, CFEd®
WALLA STREET WEALTH MANAGEMENT, INC.
8102 West 131st Court, Suite 1000,
Overland Park, KS 66213
23 $145,000,000+ $50.000+ Fee-Based
Erich Imphong
CFP®
PLOTKIN FINANCIAL ADVISORS, LLC
8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815
13 Not Specified Not Specified Fee-Based
Kevin Garrett
AWMA®, CFS
INTEGRATED FINANCIAL GROUP
200 Ashford Center North,
Suite 400,
Atlanta, GA 30338
10 Not Specified 100,000 Fee-Based

Information on Qualified Financial Advisors for athletes

Qualifications CRD# 4122373
Firm CRD# 14869
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 8102 West 131st Court, Suite 1000,
Overland Park,
KS
66213
Phone Number 913-543-3836

Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 23 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). Call 913-543-3836 or click to schedule a Free 15-Minute "Ask Anything" Phone Call with Tim.

About Walla Street Wealth Management, Inc.

Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals. As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5083311
Firm CRD# 127635
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD
20815
Phone Number 301-907-9790

Erich is a CERTIFIED FINANCIAL PLANNER who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolio's that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.

About Plotkin Financial Advisors, LLC

As a Certified Financial Planner (TM) at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning


Qualifications CRD# 5215443
Firm CRD# 6413
Series 7, 31, 63, 65

Compensation/Fee Fee-Based


Office Location 200 Ashford Center North,
Suite 400,
Atlanta,
GA
30338
Phone Number 770-353-6311

After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest. I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor. On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.

Advisory Services Provided:

Financial Advice & Consulting


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