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James Loftin

CFP®, FPA
GERLoftin Wealth Advisors, LLC
Atlanta, GA
Wealth management firm to help you build and maintain your wealth. Our calling is to help you define and design a plan to find and live your life's purpose.
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Meet James

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What Sets Us Apart - James Loftin
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Investment Approach - James Loftin
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Financial Planning Overview - James Loftin
Video Transcripts

James Loftin is Chief Executive Officer and co-founder of GERLOFTIN Wealth Advisors, LLC, a partnership formed in 2010 with George E. Rall as President.

Mr. Loftin career spans over 20 years in the financial Industry. He began his career with the independent firm Raymond James in 1998. Mr. Loftin then transitioned to Prudential Financial Services as a Registered Representative and Financial Planner. While at Prudential, Mr. Loftin received recognition as…

James Loftin is Chief Executive Officer and co-founder of GERLOFTIN Wealth Advisors, LLC, a partnership formed in 2010 with George E. Rall as President.

Mr. Loftin career spans over 20 years in the financial Industry. He began his career with the independent firm Raymond James in 1998. Mr. Loftin then transitioned to Prudential Financial Services as a Registered Representative and Financial Planner. While at Prudential, Mr. Loftin received recognition as a leading producer among his peers. In 2002, Mr. Loftin joined Morgan Keegan & Co, where he headed investments for a five-member team. In 2005, Mr. Loftin formed his own company, Loftin Financial Group, LLC, an independent firm of Raymond James. During his career, Mr. Loftin had the opportunity and experience working with two mentors, both of whom were listed by Worth Magazine’s ™ “Top 250 Financial Advisor’s” in the country.

Mr. Loftin is a CERTIFIED FINANCIAL PLANNER ® practitioner (2004), holds his General Securities Principal License (2006) and is a Registered Principal with United Planners Financial Services. He has completed the Financial Planner Program at Oglethorpe University (1999-2002), and the Metropolitan State College of Denver’s Financial Planner program (2003), and has attended Wharton University’s Certified Investment Management Analyst-CIMA program (2005). He has achieved designations as a Registered Financial Consultant-RFC (2003) and a Certified Investment Management Consultant-CIMC (2005). Mr. Loftin received his bachelor’s degree in Business Management from North Georgia College University. In addition to being a member of the Financial Society Institute (FSI), he has been affiliated with the Georgia Chapter of the Financial Planning Association (FPA), the Investment Management Consulting Association (IMCA), and the Institute of Investment Management Consulting (IIMC). Mr. Loftin is also an active member of the Cumming-Forsyth County Chamber of Commerce.

Mr. Loftin, his wife Lori, their son Landon, and daughter Makenzie resides in Duluth, Georgia. He served eight years in the Air Force/GA Air National Guard and has an active private pilot license. James’ other hobbies include ALTA tennis, golf, fishing.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Personal lending
Lgbt services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Fee & Commission
Flat Fee
Hourly
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
Other post-graduate
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