ErichImphong- Financial Advisor Chevy Chase, MD

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About Erich Imphong

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.

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General Information

Firm Start Year

2003

No. of Employees

CRD#

5083311

Firm CRD#

7717

Name of Broker/Dealer

Independent Financial Group, LLC

Name of Custodial Firm

Charles Schwab

States Licensed in

DC, MD, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Education

Masters of Science in Finance -

University of Loyola, Maryland
-

Bachelor of Science -

The Catholic University of America

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885023/paladinregistry-Plotkin-Financial-Advisors,-LLC-detailed-disclosure.html

Disclaimer

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.

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Erich Imphong

Plotkin Financial Advisors, LLC