Eric Imley, CFP

Private Client Group

With his prior experience in finance in the private and academic sectors, Eric found his perfect niche with the Eagle West team to help clients create a custom-tailored strategy for their individual goals and circumstances. Eric has a unique ability to break down complex financial models and market scenarios to help clients make clear decisions. He admits he’s always found fulfillment in helping others and he enjoys having his clients view him as their personal CFO!

As the spouse of a Kaiser Permanente physician, Eric spent countless hours researching the numerous layers of Kaiser financial programs including the Common Plan, Keogh Plan and various aspects of life insurance as well. Realizing his focus in this area uniquely aligned with the mission of Eagle West, Eric joined the Eagle West team in 2015. Today he specifically works with Kaiser physicians helping them determine how best to optimize their individualized plans. Eric is dedicated to assisting his clients build and preserve their wealth over the long term and he enjoys assisting KP physicians navigate these programs.

Outside work Eric enjoys spending time with his family, traveling and reading.


Financial GPA

Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care. 

SCHEDULE A 15-MINUTE 
CONVERSATION WITH ERIC

Let's explore how we can work together to:

  • Analyze Your Investment Risk
  • Stress Test Your Portfolio
  • Create a Comprehensive Financial Plan

Start building a stronger financial future today!

Eric's LinkedIn Blog

Check the background of this investment professional on FINRA’s BrokerCheck

Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.