Eric Imley
InvestorCFP at Soaring Investment Management · Head of Trading at ParaFi Capital
Los Angeles Metropolitan Area
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584 people in our graph share verified history with Eric — schools, employers, funds. One of them is your warm intro.
Paul FieldingunlockedEric: together at UCLA (2004–2008)
×7Eric: together at UCLA
×4Eric: together at University of California, Santa Cruz
About
Eric Imley is Principal and Financial Advisor at Soaring Investment Management LLC, where he works with Kaiser Permanente physicians on financial planning. His work includes advising on Kaiser financial programs such as the Common Plan, Keogh Plan, and life insurance options, drawing on prior experience in finance in the private and academic sectors. Outside of work, he spends time with his family, travels, and reads.
Contact· self-published, not guessed
Experience
- Soaring Investment Management LLCPrincipal/Financial Advisorcurrent2025 — present
- Protection Point Advisors/Eagle West GroupFinancial Advisor2015 — 2025Culver City, CA
- California State University, Long BeachManaging Director2003 — 2014
- California State University, Long BeachInterim Head of Theatre Management2006 — 2010
Skills & more
Asset ManagementFinancial PlanningFinancial AdvisoryRisk AssessmentAsset AllocationWealth ManagementPortfolio OptimizationPortfolio Management
From Eric's professional profile.
Colleagues at Soaring Investment Management
Frequently asked questions
- Who is Eric Imley?
- Eric Imley is Principal and Financial Advisor at Soaring Investment Management LLC, where he works with Kaiser Permanente physicians on financial planning. His work includes advising on Kaiser financial programs such as the Common Plan, Keogh Plan, and life insurance options, drawing on prior experience in finance in the private and academic sectors. Outside of work, he spends time with his family, travels, and reads.
- Where does Eric Imley work?
- Eric Imley is CFP at Soaring Investment Management.
- Where did Eric Imley go to school?
- Eric Imley studied at UCLA (Certificate, Financial Planning and Services); UCLA (Master of Fine Arts (MFA), Theatre/Theatre Arts Management); University of California, Santa Cruz (Bachelor’s Degree, Technical Theatre/Theatre Design and Technology).
Same school
Also attended UCLA1,008
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+ 1,002 more
Also attended University of California, Santa Cruz185
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+ 179 more
