Raj Chokshi, CPA, MBA, CFP®

Raj is a partner and chief executive officer at Bluerock Wealth Management. He is a Certified Public Accountant and started his career at an elite global accounting firm. Over 25 years ago, Raj founded his own wealth management firm based on what he saw as an unmet need in the industry: financial planning with a strong foundation of tax planning and tax mitigation consulting. His approach is integral to Bluerock Wealth Management’s process. As CEO, Raj directs the mission of the company, while working with clients to deliver a high level of service.

“I love what I do. Monday is the same to me as a Friday. I enjoy being able to see a client’s financial picture like a jigsaw puzzle — when we put it together, we complete their financial path.”

With an MBA in finance, a master’s in financial planning, and the CERTIFIED FINANCIAL PLANNER^® designation, Raj has a comprehensive knowledge and understanding of the intricacies of finance. A great believer in education, Raj has endowed a chair at the University of Georgia, where he obtained his bachelor’s degree in accounting.

Raj lives in Alpharetta, Georgia, with his wife, son, and daughter, and enjoys tennis and skiing. He also loves music, including country music, which reminds him of his days as a DJ for his high school radio station in Cordele, Georgia. “My stint as ‘Raj on the Radio’ taught me to be a clear communicator, and I think that is one of my strongest attributes today,” he says. “I can take very complex financial concepts and simplify them for clients, so they understand and can be better equipped to make good financial decisions.”