Samuel Kim, CFP®

Senior Associate Financial Planner
Samuel Kim, CFP®

Senior Associate Financial Planner

Samuel Kim, CFP®

Sam is a Senior Associate Financial Planner at Socha Capital. In this role, he supports high-net-worth clients, including business owners, by helping develop and implement comprehensive financial plans. Working alongside the firm’s Lead Planners and Family Office Managers, he helps design and implement custom strategies across investments, tax, retirement, estate, and risk management.


Prior to joining Socha, Sam served high-net-worth clients in several independent wealth management firms in New Jersey, where he led and supported client relationships. In those roles, he worked directly on tax planning, investment strategy, retirement planning, and cash flow analysis to provide the best solutions for clients.


Sam lives in New Jersey with his wife and two children. Outside of work, he serves his local church, plays golf, and looks for good books to read.


Credentials:

  • B.A. in History, Rutgers University
  • CERTIFIED FINANCIAL PLANNER®
  • FINRA Series 7 and 66 Licenses
  • Life & Health Insurance License

Core Skills & Areas of Expertise:

  • Cash Flow Planning
  • Tax Planning
  • Investment Management
  • Risk Management
  • Retirement Planning