Gerald Loftin, J.D., CFP®
Proficient Wealth Counselors, LLC
Gerald Loftin is the Principal of Proficient Wealth Counselors, LLC, a registered investment adviser. He is also a Certified Financial Planner ™ practitioner. In his role at Proficient Wealth Counselors, LLC, Gerald provides financial planning and wealth management advice to select clients by creating personalized strategies for the accumulation, protection, distribution, and transfer of liquid and illiquid assets.
A graduate from Massachusetts School of Law, and a Finance major from Northeastern University, Gerald has an appreciation for the power of the financial markets. While he understands and practices that a reasonable work / life balance is extremely important, he allocates his time with personal and family activities, serving the clients of Proficient Wealth Counselors, LLC, and pro-bono activities. Gerald is an active member of the Financial Planning Association (FPA). Gerald is also an Estate Planning instructor for the Boston University Program for Financial Planning, and he serves as a former President, and active Advisory Council Member for the Association of African American Financial Advisors (AAAA). Gerald also provides structured financial coaching to residents of several communities within the Commonwealth of Massachusetts, including working with select non-profit organizations.