Results for:
Gerald Loftin
Gerald Loftin
Financial Advisor
Norwood, Massachusetts
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Expert Details
Mr. Loftin currently serves as the Principal and Certified Financial Planner at Proficient Wealth Counselors, LLC, where he provides financial planning services. His professional credentials include the Certified Financial Planner (C.F.P.) designation, reflecting formal qualifications in financial planning and related financial matters.
With academic training in finance and law, Mr. Loftin's background encompasses financial planning principles and legal education. Attorneys researching his qualifications will note his combination of a finance degree, legal education, and professional experience as a Certified Financial Planner and principal of a financial planning firm.
His education and professional experience are centered on financial planning, with his current role at Proficient Wealth Counselors, LLC representing the primary focus of his career. Mr. Loftin's credentials include a Juris Doctor and Certified Financial Planner designation, supported by his undergraduate education in finance.
A previous Expert Challenge Study on Gerald Loftin revealed:
| Total Challenges | 1 |
|---|---|
| Direct Challenges | 1 |
| Indirect Challenges | 0 |
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