Erich Imphong- Financial Advisor Chevy Chase, MD

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About Erich Imphong

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.

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General Information

Firm Start Year

2003

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

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.

www.pfallc.com

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