Plotkin Financial Advisors Employee Directory

Plotkin Financial Advisors corporate office is located in 8401 Connecticut Ave Ste 400, Chevy Chase, Maryland, 20815, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Sales

Finance

Operations

Key Employees of Plotkin Financial Advisors

NH
Nick Heilborn
Client Service Associate
PhoneEmail
EI
Erich Imphong
Financial Advisor
PhoneEmail
ZF
Zachary Frank
Advisory Team
PhoneEmail
HB
Hanna Bertrand
Client Services Associate
PhoneEmail
SL
Shirin Lowlava...
Administrative Assistant
PhoneEmail
PhoneEmail

Plotkin Financial Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Plotkin Financial Advisors

Hundreds of professionals searching for Plotkin Financial Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ZF
Zachary Frank
Email Direct
Advisory Team
United States , Maryland , Chevy Chase

NH
Nick Heilborn
Email Direct
Client Service Associate
United States , Maryland , Chevy Chase

HB
Hanna Bertrand
Email Direct
Client Services Associate
United States , Maryland , Chevy Chase

SL
Shirin Lowlavar
Email Direct
Administrative Assistant
United States , Maryland , Chevy Chase

EI
Erich Imphong
Email Direct
Financial Advisor
United States , Maryland , Chevy Chase

Former Employees at Plotkin Financial Advisors

Explore people who held key positions, contributed to Plotkin Financial Advisors's success, and advanced their careers.

HB
Hanna Bertrand
Financial Advisor at Vanguard
Worked as Client Services Associate
at Plotkin Financial Advisors (2021-2026)
Email Direct
SH
Sarah Hunt
Branch Audit Team Seni... at Commonwealth
Worked as Office Manager
at Plotkin Financial Advisors (2018-2021)
Email Direct

Explore More

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Frequently Asked Questions Regarding Plotkin Financial Advisors Employees

How many employees does Plotkin Financial Advisors have?

Plotkin Financial Advisors has 1-10 employees

Who are Plotkin Financial Advisors key employees?

Some of Plotkin Financial Advisors key employees are Nick Heilborn, Erich Imphong, Zachary Frank, Hanna Bertrand, Shirin Lowlavar

Where is Plotkin Financial Advisors located?

Plotkin Financial Advisors’s headquarters are located at 8401 Connecticut Ave Ste 400, Chevy Chase, Maryland, 20815, United States

How do I contact Plotkin Financial Advisors?

Plotkin Financial Advisors Contact Info: Phone number: (301) 907-9790 Website: www.pfallc.com

What does Plotkin Financial Advisors do?

Plotkin Financial Advisors is an independent investment advisory and financial planning firm that focuses on providing personalized financial clarity and wealth management services. They cater to a diverse clientele, including retirees, business owners, federal government employees, medical professionals, and households. Their services encompass fi... Read More

Is Plotkin Financial Advisors a public company?

Plotkin Financial Advisors is private company therefore does not currently have an official ticker symbol

See more information about Plotkin Financial Advisors Employees