Doug Sockman

About Doug Sockman

Doug Sockman is a Certified Financial Planner (CFP) and Principal at Cleveland Wealth, LLC. For over twenty-five years, Mr. Sockman’s practice has been offering individuals and families comprehensive financial planning services with an emphasis in wealth management, retirement planning and tax reduction strategies. He has been published numerous times in The Plain Dealer, Crain’s and Smart Business magazine and was a routine participant of The Plain Dealer’s Ask the Expert column. Mr. Sockman has provided countless retirement planning seminars to various groups and organizations, in addition to continuing education workshops for Certified Public Accountants. Mr. Sockman is an alumnus of Ohio University where he earned his bachelor’s degree and graduated Cum Laude. He holds the following professional designations/registrations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Investment Advisor Representative. Having grown-up in Northeastern Ohio, Doug now resides in Westlake with his wife and their two daughters. To schedule a meeting please call 21••••••00

Experience

1. Principal

   Cleveland Wealth, Llc

   Apr 2016 — Present · Cleveland, OH, US

Education

• Ohio University

  Bachelor of Science

Skills

• Series 7
• Certified Financial Planner
• Retirement
• Long-Term Care
• Public Speaking
• Asset Management
• Securities
• Retirement Planning
• Portfolio Management
• Investment Advisory
• Fixed Annuities
• Financial Advisory
• Mutual Funds
• Estate Planning
• Strategic Planning
• Iras
• Investments
• Insurance
• Strategic Financial Planning
• Disability Insurance
• Wealth Management