Jeff Socha



Jeff Socha is a Senior Advisor and Founding Partner at Ark Financial. Jeff’s specialization in business and personal financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950 before taking a position as a member agent, and eventually co-founding his own boutique planning firm in Austin. He is a proud graduate of Texas A&M University with a bachelor’s degree in finance and engineering.

Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries. Consequently, he works with clients ranging from established corporations and family businesses to professional individuals and their families.

He has worked with some of the top businesses and families in Texas, helping them to solve complex problems involving estate, financial and insurance planning. His innovative solutions for lowering the risk of business ownership and increasing his client’s profitability are nationally recognized.

Furthermore, Jeff uses his passion for helping business owners and individuals to also achieve financial success in the political arena. Here, Jeff is involved in two political action committees where he lobbies the United States Congress on finance and tax regulations. He speaks throughout the community on topics such as business succession, estate planning, stewardship and financial responsibility.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.