Grow With Us!
Join our team and lead the way.
We are a diverse team—from credentialed financial planners to client service leaders, and experts in account operations. We have many talents, but we have one thing in common: We're building a culture of excellence.
Why Join?
"We are walking our clients down a path of freedom that requires a strong partnership on both sides. My clients turn into life long friends. That's why I work here."
Alan Kilian
Family Office Director
“Unlimited PTO, a remote environment and well compensated all in a planning-first environment — Socha Capital is unlike any other firm.”
Jamie Thompson
Financial Planner
“I’m striving for better balance between physical and behavioral health — BEING PRESENT for my daughters is a priority. At Socha Capital, I can do that.”
John Gambone
Lead Planner
"It's truly quality over quantity. I'm responsible for around 15 to 20 clients – compared to managing over 100 relationships at prior firms. That focus allows me to do in-depth, thoughtful work and form genuine connections with each client, both personally and professionally."
Andrew Vinciguerra
Financial Planner