Zoe Bender

About Zoe Bender

As a Financial Planner at Socha Capital, Zoe Bender works closely with individuals and families to help them make confident, informed decisions across all aspects of their financial lives. Highly analytical and detail-oriented, Zoe brings a comprehensive, planning-first approach to wealth management, with experience in retirement planning, investment strategy, tax-aware decision-making, and philanthropic planning. She is known for her ability to simplify complex financial topics and deliver thoughtful, personalized guidance aligned with each client’s long-term goals. Zoe is deeply committed to building and strengthening client relationships.Zoe holds the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc, as well as the Chartered Retirement Planning Counselor™ (CRPC™) designation.Zoe graduated summa cum laude from Wagner College with a bachelor’s degree in Accounting and later earned an MBA in Finance from Wagner College. During her collegiate career, she was a Division I student-athlete, competing as an outfielder on the softball team. She credits her experience as a student-athlete with shaping her quick decision-making skills and team-first mindset.Zoe currently resides in Greenville, SC and enjoys spending time with her family and friends, working out, long walks, and coaching youth softball. She is very passionate about cheering on the New York Yankees and New York Giants.Zoe brings the same discipline, commitment, and long-term perspective she values in her personal life to her work with clients, approaching financial planning as a collaborative, relationship-driven process built on trust, consistency, and thoughtful guidance.

Experience

1. Financial Planner

   Socha Capital

   Jan 2026 — Present

Education

• Wagner College

  Bachelor's degree, Business Administration, Accounting

  2016 — 2020

• Wagner College

  Master of Business Administration - MBA, Finance, General

  2020 — 2021