Shimshon Plotkin
President at Plotkin Financial Advisors, Llc
Based in Chevy Chase, United States
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Seniority
C-Team
Department
General Business & Management
Location
Chevy Chase
Industry
Financial Services
Company size
6
Contact information
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s•••••••@pfallc.com
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Background
About Shimshon Plotkin
As the founder and president of Plotkin Financial Advisors, I lead a devoted team of specialists and service professionals. Holding engineering degrees in electrical engineering, mechanical engineering and a master’s degree in industrial management, I began my career in the financial industry in 1974 when I joined Citibank in its Wall Street operations. With a desire to assist families with their long-term financial goals, I joined a registered investment advisory firm, Carroll, Frank & Plotkin, LLC, in Baltimore in 1996. Becoming a Certified Financial Planner® in I proceeded to build a successful financial services business. I created my own Registered Investment Advisory firm, Plotkin Financial Advisors, LLC, in Chevy Chase, Maryland in 2003.
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