James Loehle - Vice President, Sr. Investment Consultant
Mr. Loehle began his career in financial services 25 years ago, coaching investment professionals on various investment strategies and industry developments. In his previous career, Mr. Loehle was heavily involved in the marketing of the Rochester Municipal Bond fund - a long-time favorite investment choice of seniors. During this time, Mr. Loehle witnessed first-hand the mistakes that many investors and some investment professionals make time and time again.
Based on his experiences as a keynote speaker at several hundred seminars, coupled with the personal experiences working with other financial professionals, Mr. Loehle chose to take the next step in his career by joining Gary Goldberg Financial Services ("GGFS") in 2007.
Mr. Loehle believes that being independent allows him to better serve his clients' needs. He is focused on finding investment solutions for retirement-aged investors who are concerned with outliving their assets.
In his capacity as Vice President, Investment Consultant, Mr. Loehle utilizes his strong communication and analytical skills to determine a suitable course of action for clients. Working closely with members of the GGFS' Strategic Investment Committee, Mr. Loehle develops customized solutions focused on tax efficiency and long-held investment principles.
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