Aaron Hart, CFP®


Senior Financial Planner
Aaron Hart, CFP®

Senior Financial Planner


Aaron Hart, CFP®


Before joining Socha Capital, Aaron worked at another fractional family office, where he led their planning team and shaped planning strategy for entrepreneurial and real estate families with net worths exceeding $100 million.


Aaron distinguishes himself through his ability to translate complex financial, tax, and business information into clear, practical recommendations. His approach combines technical analysis with an understanding of how the different pieces of a family’s financial life work together. Aaron earned a bachelor’s degree in Finance from the University of Houston and is a CERTIFIED FINANCIAL PLANNER®.


Outside of work, Aaron enjoys country dancing with his wife, Anica; walking their two dogs, Marley and Bumi; playing piano; and capturing the world through the lens of his camera.


Credentials:

  • Bachelor’s degree in Finance from the University of Houston
  • CERTIFIED FINANCIAL PLANNER®

Areas of Expertise:

  • Gift & Estate Strategy
  • Tax Strategy
  • Entity Structuring
  • Charitable Planning
  • Governance & Succession