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Wrong Shimshon Plotkin?

Shimshon Shim Plotkin

President

Plotkin Financial Advisors LLC

HQ Phone:  (301) 907-9790

Direct Phone: (301) ***-****direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Plotkin Financial Advisors LLC

8401 Connecticut Avenue Suite 400

Chevy Chase, Maryland,20815

United States

Company Description

Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Founded in 2003 by Shimshon Plotkin, Shim's vision was to provide personalized financial planning a...more

Background Information

Employment History

Partner

Carroll , Frank , & Associates


Affiliations

Shim's

Founder


resources.Plotkin Financial Advisors

Founder


nation and Multiple Sclerosis Society

Member


The Alternative & Direct Investment Securities Association

Board Member


REAL ESTATE INVESTMENT SECURITIES ASSOCIATION INC

Board Member


Education

business administration

Oglethorpe University


master's degree

industrial management


Web References(24 Total References)


Firm Profiles

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Shimshon Plotkin, CFP®, CFS


Shimson Plotkin | Founder | Certified Financial Planner |

pfallc.com [cached]

Shimshon Plotkin, CFP®, CFS
You are here:Home/Shimshon Plotkin, CFP®, CFS Shimshon Plotkin, CFP®, CFS As the founder and president of Plotkin Financial Advisors, Shim Plotkin leads a devoted team of specialists and service professionals. Holding engineering degrees in electrical engineering, mechanical engineering and a master's degree in industrial management, he began his career in the financial industry in 1974 when he joined Citibank in its Wall Street operations.


Plotkin Financial Advisors

pfallc.com [cached]

Terri Plotkin
Plotkin Financial Advisors Terri Plotkin terri plotkin plotkin financial advisors Terri Plotkin Terri has had a successful career in office management and records management for various corporations, including working at her father's large chain of photography stores in Texas and Perlman Stationary Company in New York City. For the past 15 years she has been Plotkin Financial Advisor's bookkeeper and benefits coordinator. A graduate of Oglethorpe University with a degree in business administration, Terri is a member of the nation and local Multiple Sclerosis Society. She has personally participated in a variety of pharmaceutical studies to develop new drug therapies for MS. Terri and Shim have three adult children, a son-in-law, a beautiful granddaughter and a handsome grandson.


Plotkin Financial Advisors

pfallc.com [cached]

Terri Plotkin


Plotkin Financial Advisors

pfallc.com [cached]

Terri Plotkin
Shim and his wife Terri enjoy traveling across the U.S. to marvel at the diversity and beauty of the country.


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