John Gambone, CFP®, ChFC®

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Lead Financial Planner

John Gambone, CFP®, ChFC®

John received his bachelor’s degree in finance from Bloomsburg University of Pennsylvania and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, which require professionals to complete extensive training and adhere to a strict code of ethical standards.

As the Lead Financial Planner at Socha Capital, John’s goal is to help individuals, families, and business owners balance daily financial needs with long-term life goals. He began his career in the independent financial services industry in 2014 as an investment operations specialist.

John is known for his attention to detail and his proclivity for managing client work with an anticipatory mindset. Helping clients organize and understand their financial situation so they are empowered to make informed decisions and accomplish their goals is one of John’s professional passions.

In his free time, John enjoys spending time with his wife and two daughters. He likes to begin each day with routine exercise and is an avid Philadelphia sports fan. Throughout the year, you’ll find John sitting on the sidelines rooting for the Eagles, Phillies, and Sixers.

Unique Expertise:

• Cash flow planning
• Asset management
• Tax strategy
• Insurance and risk management
• Estate planning
• Project management and financial organization

Credentials:

• CERTIFIED FINANCIAL PLANNER™ (CFP)
• Chartered Financial Consultant®
• FINRA Series 7 and 66 licensing.
• PA Life/Accident and Health license
• Securities Transfer Agent