ErichImphong- 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.

See Disclosures

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.

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