Nick Socha
Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group
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WORK HISTORY
Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group
Irvine, CA, US
Nick’s analytical mind and love for strategy help him provide confident, trusted advice in the context of long-term client relationships. He helps our clients at DJM Financial to find clarity in a complex financial world and to articulate and pursue their most important financial objectives. Amidst a glut of unactionable information, conflicting advice, and uncertainty about the future, Nick’s is a voice of calm reassurance and perspective. He helps clients cut through the noise to focus on the most impactful aspects of building and managing wealth. Nick’s fascination with the emerging field of behavioral finance and investor psychology helps his clients identify and challenge the biases and blind spots that can cloud even the most intelligent person’s judgement about money.
EDUCATION
Azusa Pacific University
Bachelor’s Degree, Business
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™ (CFP®)
The American College of Financial Services
Chartered Financial Consultant (ChFC®)
The American College of Financial Services
Chartered Life Underwriter (CLU®)
ABOUT NICK SOCHA
Nick’s analytical mind and love for strategy help him provide confident, trusted advice in the context of long-term client relationships. He helps our clients at DJM Financial to find clarity in a complex financial world and to articulate and pursue their most important financial objectives. Amidst a glut of unactionable information, conflicting advice, and uncertainty about the future, Nick’s is a voice of calm reassurance and perspective. He helps clients cut through the noise to focus on the most impactful aspects of building and managing wealth. Nick’s fascination with the emerging field of behavioral finance and investor psychology helps his clients identify and challenge the biases and blind spots that can cloud even the most intelligent person’s judgement about money.Since joining Northwestern Mutual in 2013, Nick has earned his CFP®, CLU®, ChFC®, RICP®, and WMCP® designations. Nick works with clients in all seasons of life seasons and brings a broad range of advising, planning, investment management, and client service expertise to the team.Nick graduated from Azusa Pacific University with a degree in business. Prior to his financial services career, Nick worked in business development for a world leader in precision optics. During his time there, he developed tools and leveraged relationships with sales representatives across the country to help drive top-line sales and assist in the acquisition of high-potential accounts, all while pursuing personal financial knowledge and proficiency.A California native, Nick moved from his hometown in San Diego to Orange County in 2013 and now lives in Costa Mesa with his wife Kassi and two children. In addition to staying active with their church and several local non-profits, Nick loves to grill steaks, take on home DIY projects, and travel, having enjoyed several memorable trips to places like Iceland, Bali, Tanzania, and Singapore over the years.
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