Erich Imphong, CFP
Plotkin Financial Advisors, LLC

Tel: (301) 907-9790
8401 Connecticut Ave
Suite 400
Chevy Chase, MD 20815

A Strong Set of Values Infused into Every Relationship

Plotkin Financial Advisors, LLC | Financial Advisor in Chevy Chase ,MD

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 achieve 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.

12 Years of Experience


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General Information

Firm Start Year:   2003
No.of Employees:   5-9
Name of Broker/Dealer:   Independent Financial Group, LLC
Name of Custodial Firm:   Charles Schwab
States Licensed in:   DC, MD, MA, PA, VA, NJ
Number of Years with Current Firm:   2
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Bonds , Options & Futures , Alternative Investments , Stocks , Exchange Traded Funds (ETFs) , Commodities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , Via phone , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Variable Annuity , Variable Life , Life


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Commissions , Flat Fee


Education

Masters of Science in Finance  University of Loyola, Maryland  - Baltimore, MD
-

Bachelor of Science   The Catholic University of America  - Washington, DC
-



Disclaimer

Securities offered through Independent Financial Group, LLC, a registered broker- dealer. Member FINRA/SIPC. Broker securities available to residents of District of Columbia, Maryland, Massachusetts, New Jersey, Pennsylvania, Virginia. Advisory services through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and IFG are unaffiliated entities.

Erich Imphong, CFP

Erich Imphong, CFP

CERTIFIED FINANCIAL PLANNER"


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.

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My Services


Financial Planning for Individuals

Personalized, unique and thoughtful financial planning. Plotkin Financial Advisors, LLC, implements a customized approach to financial planning that focuses on helping you clarify your goals, plan for the future, and build a legacy. Our Certified Financial Planners " become your personal resource and understand that no one individual or family is the same. This is why we take the time to get to know you, determine how we can help, and identify with your concerns as well as your goals. It is through this discovery that we offer comprehensive solutions that alleviate these concerns and move you towards your goals.


Portfolio Management

How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash. These include your personal and work retirement accounts, taxable investment accounts and cash reserves in savings and CDs. Next, we review your specific investments to verify the quality of the investments as well as how much risk is associated with the underlying investments. Ultimately, our investment decisions and recommendations will help build you a portfolio that: Generates enough income you can live off of in retirement Offers growth potential so that it appreciates Reduces security risks through diversification Allows you to sleep at night Our investment planning process makes it possible to choose the most suitable investments for you. Unlike many of our competitors, we do not offer a cookie-cutter investment proposal with our financial plans, but rather a customized portfolio that is designed to meet your specific goals and objectives.


Retirement Planning

THOUGHTFUL ANALYSIS TO HELP REDUCE THE WORRIES IN RETIREMENT. Plotkin Financial Advisors, LLC (PFA) offers comprehensive retirement income planning to help alleviate the uncertainty of managing your investments in retirement. If you are planning your retirement or are currently retired, our retirement planning solutions help project your income needs and determine an effective withdrawal strategy that is not only sustainable but is also feasible.


Communities Served

Accokeek Alexandria
Andrews Air Force Base Annandale
Annapolis Junction Arlington
Ashburn Ashton
Barnesville Beallsville
Beltsville Bethesda
Bladensburg Bowie
Boyds Brentwood
Brookeville Bryans Road
Burke Burtonsville
Cabin John Capitol Heights
Centreville Chantilly
Cheltenham Clarksburg
Clarksville Clifton
Clinton College Park
Columbia Crofton
Damascus Davidsonville
Dayton Derwood
Dickerson Dunn Loring
Elkridge Ellicott City
Fairfax Fairfax Station
Falls Church Fort Belvoir
Fort George G Meade Fort Myer
Fort Washington Fulton
Gaithersburg Gambrills
Garrett Park Germantown
Glen Echo Glenelg
Glenn Dale Glenwood
Great Falls Greenbelt
Halethorpe Hanover
Herndon Highland
Hyattsville Jessup
Lanham Laurel
Lorton Manassas
Mc Lean Montgomery Village
Mount Rainier Oakton
Occoquan Odenton
Olney Poolesville
Potomac Reston
Riverdale Rockville
Sandy Spring Savage
Severn Silver Spring
Spencerville Springfield
Sterling Suitland
Takoma Park Temple Hills
Upper Marlboro Vienna
Waldorf Washington
Washington Grove West Friendship
Woodbine Woodbridge
Westminster

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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