Craig Slaubaugh, CFP®


Financial Planner
Craig Slaubaugh, CFP®

Financial Planner


Craig Slaubaugh, CFP®


Craig works closely with ultra-high-net-worth individuals and family offices to develop personalized investment and wealth management strategies designed to address unique financial goals and complex circumstances. Drawing on extensive experience in portfolio construction, investment implementation, and financial planning, he helps clients navigate

 sophisticated financial decisions with confidence and clarity.


As part of the family office team, Craig collaborates with a group of dedicated professionals to provide comprehensive wealth management, integrating investment strategy with broader planning and financial advice. His client-centered approach is built on developing long-term relationships and delivering thoughtful, customized solutions that evolve alongside each client's needs.


Before joining Socha Capital, Craig was a senior family wealth strategist at a boutique multi-family office. He has previously served as a voting member of the Investment Policy Committee within the personal financial services division of a large regional public accounting firm and as a family office consultant. He began his career in advisory and financial services in private banking at PNC and KeyBank gaining experience in investment management, estate structure, and generational wealth

planning.


Craig initially served as an economics and global affairs instructor, where he developed a passion for helping others understand complex financial concepts and make informed decisions. That educational foundation continues to influence his approach with clients today.


A lifelong Pittsburgh-area resident, Craig enjoys spending time with family and friends, golfing, traveling to the beach and the mountains, reading about history and finance, and serving his community as a youth soccer coach and volunteer at the local foodbank.


Education & Credentials

  • Certified Financial Planner™ (CFP®) Professional
  • Certificate in Financial Planning, Boston University
  • Estate Planning Council of Pittsburgh (EPC)
  • Master’s Degree, Gannon University
  • Bachelor’s Degree, Gannon University

Areas of Expertise

  • Family Office & Multi-Family Office Advisory
  • Generational Wealth Planning & Family Governance
  • Investment Strategy & Portfolio Construction
  • Financial Planning & Risk Mitigation
  • Private Wealth Management Services