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