Rishit Vakare's Professional Contact Details

HQ
+1 888-556-3846
Location
Suwanee, Georgia

Rishit Vakare's Current Company Details

Our purpose is fairly simple: "To help our clients to define and live out their life's purpose by design."How do we do this? By freeing up your time, giving you more time, and helping you find peace of mind whe...
Our purpose is fairly simple: "To help our clients to define and live out their life's purpose by design."How do we do this? By freeing up your time, giving you more time, and helping you find peace of mind when it comes to your financial future.Ger Loftin Wealth Management Services has years of industry knowledge, experience and success in Wealth Management. With our "faith-based" approach, we guide our clients on a journey to achieve the wealth they deserve. Many of our clients have been with us for over 25 years, a true testament to our level of customer service and the results our team delivers. We're deeply knowledgeable, masters of our cOur CredentialsOur experienced and qualified team have obtained several designations.✅ One Certified Financial Planner™ CFP® Professional✅ Two Accredited Investor Fiduciaries™ AIF™✅ One Certified Kingdom Advisor™ CKA®✅ Three Investment Advisor Representatives✅ Two former members of the U/S Air Force✅ Two Licensed PilotsOur Services✅ Financial Investment✅ Wealth Management✅ Financial Planning✅ Tax Strategies✅ Estate Planning✅ Insurance Strategies✅ Charitable Giving✅ Risk Management✅ Portfolio Management✅ Business Planning✅ Retirement PlanningWe are a United States South East based firm, based in Johns Creek, Georgia, Atlanta. We are currently in 28 states. We assist clients from all over the country, however, our key areas are in the following suburbs:✅ North of Atlanta, Cumming✅ Johns Creek✅ Duluth✅ Roswell✅ Dunwoody✅ Suwanee✅ Milton✅ Buford✅ AlpharettaGER Loftin Wealth Advisorsgerloftin.com410 Peachtree Parkway, Suite 4245 Cumming, GA, 30041(404) 419-2311Securities offered through United Planners Financial Services, member FINRA/SIPC Advisory Services offered through GER Loftin Wealth Advisors, LLC, a SEC Registered Investment Advisor. 410 Peachtree Parkway, Suite 4245, Cumming, GA 30041. GER Loftin Wealth Advisors, LLC and United Planners are not affiliated.

Rishit Vakare's Work History and Education

GERLOFTIN Wealth Advisors, LLC
Research Intern
2022 - Present
State Farm
Marketing Intern
2022 - Present
The TJX Companies, Inc.
Sales Associate
2022 - 2022 • 2 months

Frequently Asked Questions about Rishit Vakare


What company does Rishit Vakare work for?

Rishit Vakare works for GERLOFTIN Wealth Advisors, LLC.

What is Rishit Vakare's role at GERLOFTIN Wealth Advisors, LLC?

Rishit Vakare's role at GERLOFTIN Wealth Advisors, LLC is Research Intern.

What is Rishit Vakare's email address?

Rishit Vakare's email address is r**@gerloftin.com.

What is Rishit Vakare's business email address?

Rishit Vakare's business email address is r**@gerloftin.com.

What is Rishit Vakare's HQ phone number?

Rishit Vakare's HQ phone number is +1 888-556-3846.

What industry does Rishit Vakare work in?

Rishit Vakare works in the Financial Services industry.

Who are Rishit Vakare's colleagues?

Rishit Vakare's colleagues are Keir Pienaar, George Rall, James Loftin, Cindy Scheffler and more.
Financial Advisor
President, GER Loftin Wealth Advisors, LLC
Senior Financial Advisor
Portfolio Analyst

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