Rafael Kronenberg

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Senior Associate Financial Planner

Rafael Kronenberg

Rafael Kronenberg is a Senior Associate Financial Planner; he partners with our clients to facilitate confident and educated decisions on their financial future. Working in collaboration with Socha Capital’s Lead Planners and Family Office Managers, Rafael is instrumental in the design and implementation of co-created financial strategies across investment management, risk management, advanced tax planning, cashflow planning, and legal planning landscapes. 

Rafael spent nearly 8 years of his financial career with Fidelity Investments. There he led a wealth management team of financial professionals as the principal financial advisor to over 400 individuals, families, business owners, and charitable organizations. He is renowned for his client-first approach, meticulousness, and ability to turn complex financial topics into simple, straightforward steps. 

Rafael is based in Ann Arbor, Michigan and rain or shine, you’ll find him out seeking balance in nature, usually on a walk in the woods alongside his dog. He’s an adventure sports enthusiast who is passionate about downhill skiing, hiking, kayaking, and rock climbing. He was a competitive cyclist for a decade, competing at the national level in cross-country mountain biking. He recently completed his Advanced Open Water diving certification and is a spirited supporter of coral reef restoration across the globe. 

Certifications & Licenses

• Bachelor of Business Administration, Eastern Michigan University
• Series 7: Financial Industry Regulatory Authority (FINRA)
• Series 66: Financial Industry Regulatory Authority (FINRA)
• Accident & Health: Michigan Department of Insurance and Financial Services (DIFS)
• Life: Michigan Department of Insurance and Financial Services (DIFS)
• Variable Annuities: Michigan Department of Insurance and Financial Services (DIFS)