Brett Cloe, CFP®

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Senior Associate Financial Planner

Brett Cloe, CFP®

Brett joined Socha Capital after serving as an Advisor at a multifamily office, where he worked closely with ultra-high-net-worth individuals and families on comprehensive wealth management strategies. His experience spans financial planning, investment management, tax and estate planning, and the coordination of complex financial matters, including business liquidity events, portfolio construction, and long-term wealth preservation.

Brett believes that thoughtful financial planning should do more than preserve and grow wealth. He finds particular fulfillment in helping alleviate the complexities and stresses of managing wealth, allowing clients to focus on what matters most to them—enjoying the success they've worked hard to achieve, pursuing their professional ambitions, and being present with their families.

Brett graduated magna cum laude from John Carroll University with degrees in Finance and Economics. During his time there, he was inducted into the Beta Gamma Sigma and Alpha Sigma Nu honor societies. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2024.

Outside of work, Brett enjoys endurance running, mixed martial arts, fishing, and a good book. Having recently returned to the Illinois suburbs where he grew up, he looks forward to spending more time with family and reconnecting with the community he calls home.