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.
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.
|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, VA|
|Number of Years with Current Firm:||3|
|Work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts|
|Investment Types:||Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Bonds, Options & Futures, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Your Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Variable Annuity, Life, Annuity|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Commissions, Based on Assets|
|Masters of Science in Finance||University of Loyola, Maryland
- Baltimore, MD
|Bachelor of Science||The Catholic University of America
- Washington, DC
|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
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.
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.
As much as financial planning is goal-oriented to help
you pursue your passions, it also proactive in helping
manage your risks. Our advisors understand that in
investing and in life, it is always important to protect
your downside and reduce risk. You can manage this
through insurance planning. Careful insurance planning
may help replace income, reduce debt, protect your
assets, and mitigate the impact of taxes on your estate.
As part of the financial planning process our advisors
will objectively address your insurance needs in the
|Estate Planning & Trusts
Not addressing your estate can be a costly endeavor, and
neglecting to do so could cause significant frustration
and heartache to your loved ones. This oversight usually
goes against one's plans for taking care of loved ones,
and it is why discussing and implementing an estate plan
should accompany a financial plan. Implementing an estate
plan will help reinforce your legacy and ensure your
assets pass to loved ones.
|Tax Advice and Services
Income taxes impact everything about you financially, and
it is for this reason that it is necessary to mitigate
the impact that taxes have on your income, investment
returns, and gifts to loved ones. Income tax planning is
interwoven in our financial planning process through a
review and discussion of your current situation.
|Investment Advice & Management
Investments customized for you.
Another integral component to achieving your dreams and
enjoying your investments is to review your cash flow and
your lifestyle. Our advisors analyze how much you spend
versus how much you earn. This simple analysis should
have a profound impact on how you assess your financial
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Securities offered through Independent Financial Group, LLC, a registered broker- dealer. Member FINRA/SIPC. Advisory services through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and IFG are not related entities. For a list of states in which we are registered to do business, please visit our website www.pfallc.com.|
Registered Investment Advisor:
Investment Advisor Representative:
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Andrews Air Force Base||Annandale|
|Cabin John||Capitol Heights|
|Falls Church||Fort Belvoir|
|Fort George G Meade||Fort Myer|
|Mc Lean||Montgomery Village|
|Takoma Park||Temple Hills|
|Washington Grove||West Friendship|
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