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 Protection Point Advisors 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 PPA, Eric joined the Protection Point Advisors 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.
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.
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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!