Gerald Loftin Email & Phone Number
Certified Financial Planner (TM)
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Gerald Loftin Location
- Norwood, MA, US
Gerald Loftin Work
- Certified Financial Planner (TM) @ Proficient Wealth Counselors, LLC (January 2010 - Present)
- Principal @ Proficient Wealth Counselors, LLC (January 2000 - Present)
Gerald Loftin Education
- Massachusetts School of Law
Juris Doctorate
- Northeastern University
Bachelor of Science (BS) (Finance)
Gerald Loftin Skills
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Finance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Series 7
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
Gerald Loftin Summary
- Gerald Loftin, based in Norwood, MA, US, is currently a Certified Financial Planner (TM) at Proficient Wealth Counselors, LLC. Gerald Loftin brings experience from previous roles at Proficient Wealth Counselors, LLC. Gerald Loftin holds a Juris Doctorate @ Massachusetts School of Law. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation, Asset Management, Certified Financial Planner and more.
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