Pankaj Lathiya

I am a financial planner and founder of Valued Financial Services LLC (VFS)

I am in the financial services business with a very unique approach; I help people to find money that they are losing unknowingly. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle.

We at Valued Financial are passionate about our work and strongly believe in putting client’s best interests first.

We spend more time in educating our clients on the smarter way to protect and grow wealth. We turn complex financial decisions into easily understood strategies for them.

I am a graduate of Nirma Institute of Technology College with a Bachelor of Electronics & Communication degree. I reside in Gwinnett County, GA with my wife, Jigna, young son, Neal, and young daughter, Pia.

I am a licensed life and health professional.  I am licensed to sell insurance in: GA, FL, SC, NC, AL, TX, KY, PA, NJ, MI & CA. CA Insurance License #4068687

LICENSES & ACCREDITATIONS

  • Registered Representative
  • Insurance Representative

AREAS OF EXPERTISE

  • ANNUITIES
  • LIFE INSURANCE
  • LIVING BENEFITS
  • TAX-FREE RETIREMENT
  • LONG-TERM CARE INSURANCE

Pankaj Lathiya

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