Chevy Chase, MD 20815
As a Certified Financial Planner (TM) 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.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Masters of Science in Finance -
Bachelor of Science -
Securities offered through Independent Financial Group, LLC, a registered broker- dealer. Member FINRA/SIPC. Broker securities available to residents of District of Columbia, Maryland, Massachusetts, New Jerse. Advisory services through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and IFG are unaffiliated entities.