Jeff Socha is the Senior Advisor and Founding Partner at Ark Financial Group, a boutique business and financial planning firm in Austin, Texas. 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 at the Nautilus Group, and eventually co-founding Ark Financial Group with business partner David Bull. He is a proud graduate of Texas A&M University where he earned his bachelor’s degree in finance and engineering.
Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries, and works with clients ranging from established corporations and family businesses to professional individuals and their families.
Having worked with some of the top businesses and families in Texas, Jeff helps 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 have been nationally recognized. During his time with New York Life, Jeff was awarded 27 awards over a five-year period as a top recognized financial advisor nationally. Also included in his achievements is earning the National Association of Insurance and Financial Advisors (NAIFA) Quality Award, qualifying for Million Dollar Round Table (MDRT) seven years in a row, and being nominated for Austin Under 40 Awards.
Taking his passion for helping business owners and individuals to achieve financial success into the political arena, Jeff is involved in two political action committees through which he lobbies the United States Congress on finance and tax regulations. He further volunteers his time to the community by speaking on topics such as business succession, estate planning, stewardship and financial responsibility to entrepreneurs, corporations, and young adults, as well as actively sitting on a number of boards. Currently, Jeff serves as the Board Chairman for Young Catholic Professionals – Austin Chapter (YCP), the Austin Entrepreneurs Organization (EO) Board of Directors and previously sat on the National Association of Insurance and Financial Advisors Board.