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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 Office Location Phone Number
Troy Robertson
Copley Financial Group, Inc.
2650 Camino Del Rio N. Suite 350,
San Diego, CA 92108
619-294-6008
Timothy Walla
CFP®, CFEd®
Walla Street Wealth Management, Inc.
8102 West 131st Court, Suite 1000,
Overland Park, KS 66213
913-543-3836
Erich Imphong
CFP®
Plotkin Financial Advisors, LLC
8401 Connecticut Ave,
Chevy Chase, MD 20815
301-907-9790
Kevin Garrett
CFS, AWMA
Integrated Financial Group
200 Ashford Center North,
Atlanta, GA 30338
770-353-6311

Information on Qualified Financial Advisors for athletes

Qualifications CRD# 6831574
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based


Office Location 2650 Camino Del Rio N. Suite 350,
San Diego,
CA
92108
Phone Number 619-294-6008

Troy is a retirement planner, located in San Diego, CA., who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated Cum Laude from Law School with an award in Ethics. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in Lakeside and currently resides in Alpine. He has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for over 30 years. They have three boys and one granddaughter. The oldest son, Brandon, and his wife Mandi have a beautiful daughter, Harper Marie. Michael, the second oldest, is a graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, just graduated from the University of Notre Dame with a degree in Aerospace Engineering.

Schedule A Consultation With Troy CLICK HERE.

About Copley Financial Group, Inc.

We provide value that involves more than just investment advice. Our advice is an outcome of personal relationships and comprehensive planning. We thrive on providing an extraordinary retirement planning experience by crafting sophisticated plans that unites all the parts of your financial life together.


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

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


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 21 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 Initial Consultation 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. At Walla Street Wealth Management, Inc., we have no quotas to meet, no proprietary products to sell, and no hidden relationships with other companies that prevent us from working solely in your best interest. 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
FirmCRD# 127635
Series 7, 66

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


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 portfolios 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 clients needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with ones 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
FirmCRD# 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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