Jeff Socha was the Founding Partner and CEO at Ark Financial and had a successful exit after building the firm. 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, and eventually co-founding his own boutique planning firm in Austin.
He is a proud graduate of Texas A&M University with a bachelor’s degree in finance and engineering.
Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries. Consequently, he works with clients ranging from established corporations and family businesses to professional individuals and their families.
DreamJobbing With... Jeff Socha
Jeff's tip to be a successful entrepreneur:
"I really think a lot of our success comes from just outworking everyone else... I think it really comes down to 'are you willing to do the things that unsuccessful people won't do?' and that comes down to being trustworthy and reliable..."
Watch all of Jeff's interviews below to hear more about his advice for aspiring entrepreneurs.