Brendon Handy, CFP®, ChFC®, EA

Senior Financial Planner
Brendon Handy, CFP®, ChFC®, EA

Senior Financial Planner

Brendon Handy, CFP®, ChFC®, EA

Brendon earned a bachelor's degree in applied mathematics from Indiana University. He is a CERTIFIED FINANCIAL PLANNER™, a designation that requires extensive training and adherence to a strict code of ethical standards. He is also a Chartered Financial Consultant® and an Enrolled Agent, a federally authorized tax practitioner licensed by the IRS. He is a committed fiduciary when providing financial advice to clients.


Brendon brings seven years of financial planning experience, including leading a tax firm in a previous role. He describes financial planning as three-dimensional chess in which the rules change while the game is being played, a challenge well suited to his analytical mind. He joined Socha Capital in 2026, drawn to an environment of precise professionals united by a single mission: serving clients.


As a Senior Financial Planner at Socha Capital, Brendon focuses on tax, retirement, and estate planning, with particular expertise serving business owners and families navigating multigenerational wealth transfer. Clients know him as analytical yet down to earth. He explains complex strategies without jargon and tailors every engagement to the client's needs rather than a one-size-fits-all process.


Born and raised in Edwardsburg, Michigan, Brendon married his high school sweetheart, Morgan. They live in a historic 1926 home in Mishawaka, Indiana, with their daughter, Harper, and are expecting their second child. A fan of all sports, Brendon spends his free time on the pickleball court and the disc golf course.


Credentials:

  • Bachelor's degree in applied mathematics from Indiana University
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant® (ChFC®)
  • Enrolled Agent (EA)

Areas of Expertise:

  • Tax strategies
  • Cash flow management
  • Insurance planning
  • Estate protection
  • Retirement planning
  • Wealth and asset management