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
Erich Imphong
8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815
13 Years Not Specified $250,000 Fee-Based
Kevin Garrett
200 Ashford Center North,
Suite 400,
Atlanta, GA 30338
18 Years Not Specified $250,000 Fee-Based

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,
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

Plotkin Financial Advisors, LLC

As a CERTIFIED FINANCIAL PLANNER 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

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

Compensation/Fee Fee-Based, Based on Assets

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

I provide comprehensive financial planning who experience life events such as: 1) Planning & Investing Before and After Retirement 2) A Performance Contract (Typically a Sports or Entertainment Contract) 3) Divorce Settlement 4) Inheritance or Insurance Payout 5) Sale of a Business or Stock Options 6) A Personal Injury Settlement

About Integrated Financial Group

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 Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free initial consultation