Nick Socha Email & Phone Number
Private Wealth Advisor @ DJM Financial
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Nick Socha Location
- Irvine, CA, US
Nick Socha Work
- 2013 -now Private Wealth Advisor @
- 2012 -2013 Business Development @
- 2012 -2013 Business Development @ Carl Zeiss Vision
Nick Socha Education
- Azusa Pacific University
Bachelor’s Degree (Business)
- Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™ (CFP®)
- The American College of Financial Services
Chartered Life Underwriter (CLU®)
- The American College of Financial Services
Chartered Financial Consultant (ChFC®)
Nick Socha Skills
- finance
- JavaScript
- Microsoft Office
- Investment Advisory
- Asset Allocation
- Financial Services
- Fixed Annuities
- Series 63
- SaaS
- Social Media
- Separately Managed Accounts
- Financial Planning
- Emergency Management
Nick Socha Summary
- Nick Socha, based in Irvine, CA, US, is currently a Private Wealth Advisor at DJM Financial | Northwestern Mutual Private Client Group. Nick Socha brings experience from previous roles at Carl Zeiss Vision. Nick Socha holds a Bachelor’s Degree in Business @ Azusa Pacific University. With a robust skill set that includes finance, JavaScript, Microsoft Office, Investment Advisory, Asset Allocation and more. Nick Socha has 1 emails and 1 mobile phone numbers on RocketReach.
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