Jeff Socha

CEO & FOUNDER
Jeff Socha

CEO & FOUNDER

Jeff Socha

I am fortunate to lead Socha Capital, where we aim to serve high-net-worth individuals and entrepreneurs with strategic tax strategy and financial solutions. My journey in finance has given me profound insights into business growth and market dynamics.


With over two decades in finance, I've honed my skills in investment strategies, tax planning, and wealth management, focusing on solutions for private businesses, entrepreneurs, and C-level executives. My work has included lobbying the U.S. Congress for finance and tax regulations, directly impacting our industry's landscape. My methods have been nationally recognized for reducing business risks while enhancing profitability.


My passion for financial consulting stems from my family's legacy construction business, founded in 1950 by my grandfather. I gathered further experience at the Nautilus Group before establishing my own practice, where I lead a team of experts with CPA, JD, MBA, CFP, and CFA credentials for holistic top-tier client solutions.


At Socha Capital, we've been honored by the Aggie 100 and Inc. Magazine for our growth, but our true success is reflected in our client relationships and retention rate. I strive to anticipate market shifts and legislative changes; this foresight has led to opportunities to share insights on platforms like Fox News. My achievements, from innovative tax strategies to portfolio restructuring, are all collaborative efforts with a fantastic team. I've also had the privilege of mentoring through organizations like the Entrepreneur's Organization.


My education from Texas A&M, where I earned degrees in engineering and finance, and further studies at Harvard Business School have been instrumental. However, it's the practical experience and the collective wisdom of those around me that have truly shaped my approach. I'm humbled to be part of this journey, continually learning and striving to advance financial innovation for our clients' success.


Credentials:


  • Bachelor’s in Engineering from Texas A&M University
  • Harvard Business School, Leading Professional Service Firms (LPSF), 2020
  • Harvard Business School, General Management Program (GMP 27), 2019


Areas of Expertise:


  • Advanced tax strategy
  • Investment management
  • Entrepreneurship
  • Engineering financial solutions