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Raj Chokshi

Raj Chokshi is the CEO and Wealth Manager at Bluerock Wealth Management, a firm located in Alpharetta, Georgia.24 He is a Certified Public Accountant (CPA) with over 25 years of experience in the wealth management industry.2 Chokshi holds an MBA in finance, a master's in financial planning, and the CERTIFIED FINANCIAL PLANNER® designation.2

Chokshi's career highlights include:

  1. Founding his own wealth management firm over 25 years ago, focusing on financial planning with a strong foundation in tax planning and tax mitigation consulting.2
  2. Co-founding Bluerock Wealth Management in 2019 with Rachael Neil.3
  3. Growing Bluerock to a $700 million advisory business by 2021.3
  4. Endowing a chair at the University of Georgia, where he obtained his bachelor's degree in accounting.2

Chokshi's approach to wealth management emphasizes holistic financial planning, combining investment strategy, proactive tax planning, wealth protection, and generational wealth transfer.1 He is known for his ability to simplify complex financial concepts for clients, a skill he attributes to his early experience as a high school radio DJ.2

In 2021, Bluerock Wealth Management partnered with Hightower Advisors to accelerate its growth and expand its services.3 Chokshi continues to lead the firm, focusing on serving clients in the Southeastern U.S., particularly mid-career technology and medical professionals.3

Highlights

Raj Chokshi - Bluerock Wealth Management
Raj Chokshi - Bluerock Wealth Management
Dec 21 · give.uga.edu
Chokshi family establishes professorship to further research ...
Chokshi family establishes professorship to further research ...
Hightower to Make Strategic Investment in Bluerock Wealth ...
Nov 7 · voyageatl.com
Meet Raj Chokshi of Redwood Wealth Management in Alpharetta
Meet Raj Chokshi of Redwood Wealth Management in Alpharetta

Related Questions

What inspired Raj Chokshi to start his own wealth management firm?
How does Bluerock Wealth Management integrate tax planning into their financial services?
What are some of the key achievements of Raj Chokshi in his career?
How has Raj Chokshi's background in accounting influenced his approach to wealth management?
What makes Bluerock Wealth Management different from other wealth management firms?
Raj Chokshi
Raj Chokshi, photo 1
Raj Chokshi, photo 2
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Location

Greater Atlanta Area