Erich Imphong is a Certified Financial Planner who has been in the financial service industry for over a decade. Prior to joining Plotkin Financial Advisors, LLC, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to help them work towards their financial goals. In conjunction with these responsibilities he gained experience analyzing, identifying and executing strategies in client investment portfolios. 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 or investment allocation for clients and their families.
Erich conducts retirement income planning seminars on how to accumulate and align assets with one’s retirement goals. Specifically, Erich works with clients to integrate Social Security into their retirement plan and help them learn how to maximize their Social Security benefit.