Gerald Loftin, J.D., CFP®
PRINCIPAL
"I enjoy helping clients attain financial freedom by guiding them financially through life's winding road. Over the years, I've been with clients through both the best of times and the worst of times. I am here to help clients make sound money management decisions."
Gerald Loftin, J.D., CFP®
PRINCIPAL
E:GERALD@PROFICIENTWEALTH.COM
Coming from humble beginnings, Gerald learned the value of budgeting and saving early in life. He also learned that most individuals could achieve financial success through proper discipline and guidance. This vision stimulated great interest and led him on the path to becoming a financial educator. With over 20 years of industry experience, Gerald guides individuals, charitable organizations and privately held businesses in the areas of asset accumulation and preservation strategies as the Managing Member of Proficient Wealth Counselors, LLC, the financial consulting firm he founded in 2000.
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 family, serving the clients of Proficient Wealth Counselors, LLC, professional and pro-bono activities. Gerald is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is an active member of the Financial Planning Association (FPA). Gerald is an Estate Planning instructor for the Boston University Program for Financial Planning, and he serves as a Board Member for the Association of African American Financial Advisors. Gerald also provides structured financial coaching to residents of several communities within the Commonwealth of Massachusetts, including working with select non-profit organizations.
Nicole Battaglia
Administrative Assistant
"The work of the company is important to me because our focus on long-term financial wellness gives peace of mind to our clients."
Nicole Battaglia
Administrative Assistant
E: nicole@proficientwealth.com
Nicole joined our team in 2021 as Administrative Assistant. She finds the financial planning industry interesting and rewarding as topics are directly applicable to the well-being of individuals and families. Nicole works with clients at an early stage ensuring that all initial documents are received, and appointments booked. She is the friendly voice that will most likely greet you when you call Proficient Wealth Counselors, LLC! Prior to joining Proficient Wealth Counselors, LLC, she held positions with Standish Mellon Asset Management and State Street Corporation.