About

Atul Makharia possesses more than 20 years of experience as a financial advisor. Over this time, he has accrued knowledge in areas such as value investing, 401(k) investing, annuity strategies, and interest rates. While busy with his career, Atul Makharia has also earned series 7 and 63 licenses from FINRA and completed an MBA in finance from the University of South Carolina.

Mr. Makharia draws on these qualifications to serve clients of Cola Wealth Advisors, a financial advisory firm with offices in Tennessee and South Carolina. Working from Cola’s location in Lexington, South Carolina, he helps families work toward their financial security by providing a personalized, tactical approach to investment portfolios.

In recognition of his professional accomplishments, Atul Makharia has garnered accolades as a top-ranked broker. His success is further evidenced by his career trajectory, which has taken him from an internship more than two decades ago to his current post as Cola’s senior vice president of investments.