Haley Rao

Associate Financial Planner
Haley Rao

Associate Financial Planner

Haley Rao

Haley Rao is an Associate Financial Planner at Socha Capital, where she supports the firm's comprehensive financial planning process and helps deliver customized, data-driven strategies for clients. In her role, Haley develops clear financial insights and provides proactive, ongoing support across all areas of clients' financial lives.


Haley brings a strong analytical foundation in statistics and economics, with expertise in transforming complex financial data into actionable strategies. Her passion for financial education drives her to create interactive tools that simplify complex planning concepts. She helps clients overcome the stress and uncertainty often associated with financial planning, empowering them to build confidence in their financial futures.


Haley is based in Boston, but loves to spend time visiting family in Oregon and California. Outside of work she is an avid reader and enjoys cooking for her friends and family.


Credentials

  • B.A.S. in Statistics and Economics — University of California, Los Angeles

Planning Focus

  • Data-driven financial analysis
  • Financial education and interactive planning tools
  • Comprehensive planning support