Joe Ingram

Senior Associate Financial Planner
Joe Ingram

Senior Associate Financial Planner

Joe Ingram

Joe Ingram is a Senior Associate Financial Planner at Socha Capital, where he supports high-net-worth clients and their families by analyzing goals and designing tailored strategies across tax, retirement, and estate planning. He brings nearly a decade of experience in holistic financial planning. Working alongside the firm’s Lead Planners and Family Office Managers, he helps coordinate and implement financial solutions that align with each client’s unique objectives.


Prior to joining Socha, Joe served as Lead Financial Planner and Wealth Advisor at a Texas-based Registered Investment Advisory firm. There, he applied multi-faceted problem-solving to retirement plans and business-owner strategies, building personalized solutions that meet each client’s specific needs. Known for his collaborative approach and attention to detail, Joe enjoys translating complex financial challenges into clear, actionable strategies.


Outside of work, Joe is a husband to his high school sweetheart and a father of three young children. He lives just outside Houston, Texas, and is an avid Texas A&M sports fan.


Credentials:

  • FINRA Series 65 License
  • Life and Health Insurance License
  • Currently studying with The American College of Financial Services

Planning Focus & Core Skills:

  • Tax Planning
  • Risk Management
  • Investment Management