Creating a Plan for your Best Life

As a financial advisor, Nick helps his clients make sense of a complex financial world and create a plan to acheive their most important financial goals now and in the future. 

Nick is a California native and moved from his hometown in San Diego to Orange County in 2013 to begin his financial planning practice with Northwestern Mutual. He has been expanding his business and providing world-class financial services to his clients up and down the West Coast ever since. He married his wife Kassi in 2017 and they now live in Costa Mesa, CA and love being active in their community.

In their free time, they love to travel (ask Nick about Iceland, Bali, Tanznia, or Singapore) and are active with their church and several local non-profits. Nick also enjoys getting to spend intentional time with clients outside of the office. Some of his favorite events have been the most recent Rose Bowl games, family day at the movies, and craft whiskey tasting.

Nick specializes in providing strategic, comprehensive advice to help successful attorneys, physicians, and business owners, as well as the next generation of millennial business leaders to meet their financial goals. He also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.

In addition to helping his own clients thrive, Nick strives to positively impact individuals across the county by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the futurere

Nick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC) designations. He received his Bachelor's degree in Business from Azusa Pacific University in California.

The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.  

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

 

Nick Socha, CFP®, CLU®, ChFC®

Financial Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck