James Loftin, CFP®, AIF®
Chief Executive Officer, President
With nearly three decades of experience in wealth management, James Loftin is dedicated to helping individuals, families, and business owners pursue their financial goals. As the CEO of Loftin Wealth Partners, he specializes in financial planning, wealth accumulation, investment management, and retirement planning, with a focus on empowering clients to live independently through sound financial strategies.
James began his career as a registered representative and financial planner with Raymond James and Prudential Financial Services. He later worked with Morgan Keegan & Co. before founding Loftin Financial Group and partnering with George Rall to create GER LOFTIN. Throughout his career, James has been passionate about seeing clients' hard work and discipline pay off over time.
James holds numerous professional certifications, including Certified Financial Planner (CFP®), Accredited Investment Fiduciary® (AIF®), and has completed specialized programs at Wharton University and Oglethorpe University. He is also actively involved in the Financial Planning Association (FPA) of Georgia, where he has served in various leadership roles, including President-Elect and President.
Outside of work, James enjoys spending time with his family—wife Lori, son Landon, and daughter Makenzie—in Duluth, Georgia. An avid tennis player, golfer, and fisherman, he also enjoys flying and holds an active private pilot license. James proudly served eight years in the Air Force/Georgia Air National Guard.