John Gambone, CFP®, ChFC®

< Meet Our Team

Lead Financial Planner

John Gambone, CFP®, ChFC®

John received his bachelor’s degree in finance from Bloomsburg University of Pennsylvania and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, which require professionals to complete extensive training and adhere to a strict code of ethical standards.

As a Lead Financial Planner at Socha Capital, John partners with individuals, families, and business owners to align day-to-day financial decisions with long-term wealth objectives. He began his career in investment operations before transitioning into advisory services, bringing over a decade of experience across portfolio strategy, comprehensive planning, and client relationship management.

John is recognized for his meticulous attention to detail and his proactive, forward-thinking approach to client engagement. Helping clients organize and understand their financial situation so they are empowered to make confident decisions and accomplish their goals is one of John’s professional passions.

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