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Erich I
CFP®, Series 66
Chevy Chase, MD
Peakstone Financial Advisors
Erich Imphong is a CFP® and Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Peakstone Financial Advisors and has held positions at X Advisors, LLC, Plotkin Financial Advisors, LLC, Independent Financial Group, LLC, and Geier Asset Management Inc. In addition to advisory roles, he is also a Maryland-licensed insurance agent and serves as an officer/director of a consulting entity focused on operational efficiencies. Peakstone Financial Advisors serves individuals, corporations, and employer-sponsored defined contribution plans by offering financial planning, portfolio and wealth management, and retirement plan consulting. The firm customizes portfolios based on asset allocation and a combination of fundamental, technical, and cyclical analysis, and it utilizes third-party asset managers when appropriate.
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