Verified recordFinancial Services

Erich Imphong

Financial Advisor at Plotkin Financial Advisors, Llc

Based in Chevy Chase, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Chevy Chase

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

e•••••••@pfallc.com

Phone

5 credits

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Background

About Erich Imphong

I am a Certified Financial Planner (CFP®) with Plotkin Financial Advisors, LLC, a Registered Investment Adviser located in Chevy Chase, Maryland. Our firm provides innovative wealth management strategies to a select group of high net worth families, business owners and institutions both in the United States and internationally. As independent advisors, we seek to find unique investment instruments in the marketplace and are not restricted to one manager style or company’s products. As a result, we can provide our clients investment diversification and customization to address their short term needs and long term goals. We share a similar investment philosophy as the managers of major endowment funds. This investment principle combines an array of alternative investments with traditional investments, such as equities and fixed income. One of our areas of expertise is alternative investments, such as commercial real estate, energy and debt structures. Through our collaboration with the many sponsor companies in the United States, Plotkin Financial Advisors, LLC, is in a position to take advantage of these opportunities and offer our clients the types of investments that fit their unique risk/return profiles.

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