George E. Rall, Jr., RFC® partnered with James Loftin, CFP® and together formed GER Loftin Wealth Advisors, LLC in 2010.
George has over 35 years of experience in the field of personal finance and investments, is a Registered Financial Consultant (RFC), and holds a General Securities Principal license as a Registered Representative of United Planners Financial Services.
In addition to building, managing and helping to protect wealth for “the millionaire next door” clients, George has provided comprehensive finance and retirement workshops for many southeastern corporations and groups. Among those who have benefited from Mr. Rall’s presentations are The Coca-Cola Company, AT&T, Lockheed Martin, Emory University, Georgia State University, Oglethorpe University as well as the American Association of Retired Persons, the US Federal Government and the State of Georgia.
After receiving degrees in finance and marketing from the University of Texas at Austin, George began his service in the US Army National Guard. Before moving to Atlanta in 1978, Mr. Rall traveled the entire United States and countries overseas while holding management positions at Eastern and Southwest Airlines, serving as a trade examiner for The Coca-Cola Company, as well as a sales representative for group incentive travel where George turned his financial passion into a successful profession and the rest is history.
George enjoys spending time with his family, (including pets), and friends and keeping fit with his friends at the Concourse Athletic Club.