John Gambone, CFP®, ChFC®

Family Office Manager
John Gambone, CFP®, ChFC®

Family Office Manager

John Gambone, CFP®, ChFC®

John Gambone is a Family Office Manager at Socha Capital, where he works with high-net-worth individuals, families, and business owners to align day-to-day financial decisions with long-term wealth objectives. In this role, John focuses on higher-tier client relationships while also leading and mentoring a team of advisors, expanding the firm’s capacity to deliver consistent, high-impact family-office services across its client base.


John began his career in investment operations before transitioning into advisory services, giving him a well-rounded perspective across portfolio management, comprehensive planning, and client service execution. With over a decade of industry experience, he is known for his ability to translate complex financial strategies into clear, actionable plans that empower clients to make confident, well-informed decisions.


His approach is highly collaborative and detail-oriented, particularly when advising entrepreneurs and families navigating multi-layered tax considerations, evolving balance sheets, and long-term legacy planning. John’s professional passion lies in helping clients bring structure and clarity to their financial lives, so their wealth supports both present needs and future aspirations.


John earned his bachelor’s degree in finance from Bloomsburg University of Pennsylvania and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, reflecting advanced training and a commitment to the highest ethical standards in the profession.


Outside of work, John resides in Bucks County, Pennsylvania with his wife and three children. He enjoys staying active through regular exercise and outdoor pursuits, traveling with his family during the summer, and supporting Philadelphia’s professional sports teams.


Credentials

  • Bachelor of Science in Business Administration (Concentration: Finance), Bloomsburg University
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • FINRA Series 7 and Series 66 Licenses
  • Life, Accident & Health Insurance Licenses

Core Skills & Areas of Expertise

  • Private Wealth Management
  • Tax Strategies for Entrepreneurs
  • Insurance & Risk Management Solutions
  • Project Management & Client Services