Financial Planner

Andrew earned a bachelor’s degree in finance with a minor in information technology from the Isenberg School of Management at the University of Massachusetts Amherst. He is a CERTIFIED FINANCIAL PLANNER, a designation which requires professionals to complete extensive training and adhere to a strict code of ethical standards. He is a committed fiduciary when providing financial advice to clients.

Andrew is passionate about delivering exceptional client service, which makes him a valuable member of a fractional family office team. He is a problem solver with a reputation for going the extra mile to deliver results.

As a Financial Planner at Socha Capital, Andrew assists clients by analyzing their financial circumstances, identifying specific goals, developing a strategic plan, implementing tailored solutions, and monitoring progress to ensure completion. Andrew uses his project management skills by coordinating with internal team members and external strategic partners to streamline the client experience.

Andrew enjoys running, staying active outdoors, attending stand-up comedy shows, and spending time with family and friends. In 2024, Andrew left his Massachusetts home and moved to Ft. Lauderdale, Florida—although you can still find him cheering for his favorite Boston sports teams.

Credentials:

• Bachelor's degree in finance from the Isenberg School of Management at the University of Massachusetts Amherst.

Areas of Expertise:

• Cash flow management
• Insurance planning
• Tax strategies
• Wealth and asset management

Advanced Tax & Wealth Strategies

Home of Entre Wealth

Investment Management Services are offered through Entre Wealth, an SEC registered investment adviser.

Family Office, Risk Management, Tax Planning, Cash Flow Planning and Legal Planning services are offered through Socha Consulting, an affiliated entity.