Pleshetta Loftin - Persistent Capital

Pleshetta Loftin utilizes the services of AP Wealth Strategies as a Financial Advisor.  Pleshetta is employed by PlanRock Funds as their Chief Compliance/Risk Officer. Ms. Loftin is also the President and Advisor for Persistent Capital with expertise in financial and investment services, compliance programs and other business operations consulting services. She has worked with Persistent since 2015.  

Previously, she was employed Compass EMP Funds/Victory Capital with responsibilities for overseeing the compliance development of new investment products. Prior to Victory, she was employed by BBVA Wealth as the Chief Operating Officer over their Wealth Management department. While with BBVA she oversaw the firm’s investment program which was comprised of technical and fundamental portfolio development. Ms. Loftin graduated with honors with a Bachelor’s degrees in Finance and in Management from Houston Baptist University, TX and a Master’s degree in Global Business Management from the University of Phoenix, AZ.