Erich Imphong

Erich M. Imphong, CFP®

Financial Advisor

Erich is a CERTIFIED FINANCIAL PLANNER™ professional who has worked as a financial advisor for nearly two decades. He received his Bachelor’s 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 Financial Advisors, LLC, Erich was both a client manager and a portfolio manager for a regional family office. Erich has experience working with professional athletes, business owners, retirees, and families implementing their financial goals. 

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 for clients and their families. This is why Erich believes in holistic financial planning to develop a plan that seeks to meet each households’ goals and objectives. Truly passionate about this approach, Erich also conducts frequent retirement income planning seminars on helping households plan for their future.

Erich is a sports enthusiast having played team sports all his life and enjoys staying active by helping coach his children’s teams as well as volunteering in his hometown. He and his wife, Kelly, have three young children.

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