Chief Executive Officer
Current
Apr 2021 - Present
AeroLeads people directory · profile
Jeff Socha Email & Phone Number
Chief Executive | Philanthropist | Speaker
at
Socha Capital
1 work email found
@netzero.com
4 phones found area 979 and 512
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive | Philanthropist | Speaker
Location
Austin, Texas, United States
Who is Jeff Socha? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Socha is listed as Chief Executive | Philanthropist | Speaker at Socha Capital, based in Austin, Texas, United States. AeroLeads shows a work email signal at netzero.com, phone signal with area code 979, 512, and a matched LinkedIn profile for Jeff Socha.
Jeff Socha previously worked as Chief Executive Officer at Socha Capital and Chief Financial Officer at American Underground Construction. Jeff Socha holds General Management Program Gmp 27 from Harvard Business School.
Company email context
Email format at Socha Capital
This section adds company-level context without repeating Jeff Socha's masked contact details.
*@netzero.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeff Socha. Compare company email patterns before reaching out.
Profile bio
About Jeff Socha
Jeff Socha founded Ark Financial, a boutique financial consulting firm in Austin, Texas, and led it to a successful exit. Jeff has extensive experience in developing solutions for private business, entrepreneurs, and executives. Jeff has been involved in two political action committees through which he lobbied the United States Congress on finance and tax regulations. His solutions for lowering the risk of business ownership and increasing his clients' profitability have been nationally recognized. Jeff’s specialization in financial consulting is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950. After taking a position as a member agent at the Nautilus Group, Jeff later founded Ark Financial Group leading a team that includes a CPA, JD, MBA, CFP, CFA, and other advanced degrees to bring the best solutions to clients. Jeff is a proud graduate of Texas A&M University where he earned his bachelor’s degree in engineering and finance.
Listed skills include Estate Planning, Financial Planning, Retirement Planning, Finance, and 66 others.
Current workplace
Jeff Socha's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Jeff Socha work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
American Underground Construction
Oversight of business finances and operation
Nov 2013 - Present
Chief Financial Officer
National Merchants Association
Apr 2020 - Dec 2023
Principal
Nov 2015 - Apr 2021
Founder
I am the Founding Partner of Ark Financial Group, a boutique financial firm headquartered in Austin, TX. I specialize in business and personal financial planning, and have extensive experience developing intricate financial solutions for business owners and executives in construction, software, real estate, and other industries. My clients range from established corporations to family businesses and professional individuals and families.Working with a team that includes a CPA, JD, CFP, CFA, MBA, and other advanced degrees, I am proud to have received national recognition for my innovative solutions lowering the risk of business ownership while increasing profitability for my clients. I have been privileged to work with some of top businesses and families in Texas, helping them solve complex problems involving estate, financial, and insurance planning. I am very active in the political arena, and I lobby the United States Congress for two Political Action Committees on finance and tax regulations. I enjoy speaking throughout the community on topics such as business succession, estate planning, stewardship, and financial responsibility in churches, corporations, and various associations. I am a proud graduate of Texas A&M University with a bachelor’s degree in Finance and Engineering, and I currently reside in Austin.
Jan 2013 - Apr 2021
Lobbyist
Ifapac
Lobbied Congress on tax legislation
Oct 2010 - Nov 2015
Lobbyist
Nylpac
Lobbied Congress on tax legislation
Sep 2010 - Nov 2015
Senior Financial Consultant
The Nautilus Group®
The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives. As a Member Agent of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning. The Nautilus Group® is a service of New York Life Insurance Company and membership is limited exclusively to agents of the company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.
Jan 2013 - Oct 2015
Senior Financial Advisor
Through his affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, Jeff provides sophisticated wealth management services by designing customized investment solutions that address his clients’ unique investment objectives and risk tolerance levels. Jeff’s investment knowledge, coupled with Eagle’s diverse team of investment experts, allows him to provide the continuous financial guidance needed to help his clients achieve long-term financial success.----------Jeff Socha is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside this state referenced. Jeff Socha is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a registered broker-dealer. 6200 BRIDGEPOINT PARKWAY SUITE 300 AUSTIN, TX 78730. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced. Jeff Socha is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the specific state referenced. Ark Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Ark Financial Group as well as NYLIFE Securities LLC and its affiliates do not provide tax, legal or accounting advice.
Mar 2010 - Oct 2015
Senior Project Executive
G&R Electric
Nov 2007 - Mar 2010
Project Manager
May 2006 - Nov 2007
Senior Account Executive
May 2003 - May 2006
3 education records
Jeff Socha education
General Management Program Gmp 27
Harvard Business School
Bachelor'S Degree Engineering - Minor Degree Finance, Mechanical Engineering - Finance
Texas A&M University
Leading Professional Service Firms (Lpsf)
Harvard Business School
FAQ
Frequently asked questions about Jeff Socha
Quick answers generated from the profile data available on this page.
What company does Jeff Socha work for?
Jeff Socha works for Socha Capital.
What is Jeff Socha's role at Socha Capital?
Jeff Socha is listed as Chief Executive | Philanthropist | Speaker at Socha Capital.
What is Jeff Socha's email address?
AeroLeads has found 1 work email signal at @netzero.com for Jeff Socha at Socha Capital.
What is Jeff Socha's phone number?
AeroLeads has found 4 phone signal(s) with area code 979, 512 for Jeff Socha at Socha Capital.
Where is Jeff Socha based?
Jeff Socha is based in Austin, Texas, United States while working with Socha Capital.
What companies has Jeff Socha worked for?
Jeff Socha has worked for Socha Capital, American Underground Construction, National Merchants Association, First Financial Resources, Llc, and Ark Financial.
How can I contact Jeff Socha?
You can use AeroLeads to view verified contact signals for Jeff Socha at Socha Capital, including work email, phone, and LinkedIn data when available.
What schools did Jeff Socha attend?
Jeff Socha holds General Management Program Gmp 27 from Harvard Business School.
What skills is Jeff Socha known for?
Jeff Socha is listed with skills including Estate Planning, Financial Planning, Retirement Planning, Finance, Strategic Planning, Management, Financial Advisory, and Financial Services.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial