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sochacapital
An Associate Financial Planner provides personalized financial planning solutions to clients, analyzing their financial goals and developing tailored strategies for investment, retirement, and risk management. The role involves building trusting relationships, educating clients on financial products, and ensuring alignment with their long-term objectives while adhering to regulatory standards.
Socha Capital is a premier multi-family office serving founders, entrepreneurs, and ultra-high-net-worth families with comprehensive, tax-efficient wealth management solutions. Their services include advanced tax planning, investment management (via EntreWealth™), risk management, cashflow planning, and legal/estate planning. The firm specializes in minimizing tax liabilities and growing wealth for high-income individuals, particularly those earning over $1,000,000 annually or selling a business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for sochacapital.
sochacapital didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role