Isabelle Beal

Associate Planner
Isabelle Beal

Associate Planner

Isabelle Beal

Isabelle Beal is an Associate Planner at Socha Capital, where she supports the firm’s comprehensive financial planning process and helps deliver customized, values-driven strategies for clients. In her role, Isabelle assists with developing tax-efficient planning strategies, coordinating comprehensive financial planning for businesses and individuals, and ensuring clients receive proactive, ongoing support across all areas of their financial lives.


Isabelle brings over three years of experience in the independent RIA space, with a strong background in tax-efficient investment planning. During her time with her previous firm, she focused on complex tax planning and exit planning for real estate investors and business owners.


Isabelle is based in Edmond, Oklahoma, where she lives with her husband, Wrangler, and their two children, Brantley and Waylon. Outside of work, she prioritizes staying active in the gym, spending meaningful time with her family, and giving back to her community. She is an active member of the Oklahoma Hospitality Club, where she manages public relations for their signature charitable event, Ladies in the News.


Credentials

• B.S.B.A. in Finance, Financial Management — University of Arkansas


Planning Focus

• Tax-efficient planning

• Portfolio analysis and client planning support

• Exit and tax strategy for real estate investors