Socha Financial Group, LLC

Michael Socha is a CFA® charterholder with eight years of industry experience and has been with Socha Financial Group, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Corning, NY. Socha Financial Group serves individuals, families, estates, trusts, charitable organizations, and small businesses, offering financial planning, discretionary portfolio management, tax planning and preparation, and assistance with life and long-term care insurance. The firm’s investment approach combines “reduced risk” and “risk” asset segments to create diversified portfolios that balance downside protection and market participation, utilizing a range of securities and alternative investment strategies.

Jolie Mc Carthy is a CFP® professional with nine years of industry experience, currently serving at Socha Financial Group, LLC since 2011. She is based in Corning, NY, and works within a team of four advisors at the firm. Socha Financial Group advises individuals, families, estates, trusts, charitable organizations, and small businesses with financial planning, discretionary portfolio management, tax planning, and tax preparation services. The firm’s investment approach emphasizes building balanced “all-weather” portfolios through a combination of reduced risk and risk asset groups, utilizing a range of securities and alternative strategies alongside integrated tax and insurance services.

Michelle Vang is a CFP® professional with eight years of experience in financial advising. She has worked at Socha Financial Group, LLC since 2019 and also has a background with Nancy A. Socha & Associates, LLC dating back to 2007. Michelle is based in Corning, NY, and is part of a four-advisor team at Socha Financial Group. Socha Financial Group serves individuals, families, estates, trusts, charitable organizations, and small businesses, providing financial planning, discretionary portfolio management, tax planning, and tax preparation services. The firm’s investment approach emphasizes building “all-weather” portfolios through a mix of reduced risk and risk asset groups, employing a variety of investment vehicles and strategies while integrating tax preparation and insurance brokerage services.