Brian Soczka,

My goal is to simply be the financial advisor that you know, like, and trust who helps you attain your financial goals. The relationship between my clients and me is much like the relationship of the professional golfer and their caddie. I do a lot more for my clients than select investments, and good caddies do a lot more than pull clubs out of the bag. Like a good caddie, I want you to win!

Before becoming a financial advisor in 2010, I was a PGA Professional. As a Class A Member in good standing with the PGA of America I know the level of commitment and dedication it takes to be adept in my craft. As a financial advisor, I have had the same commitment to excellence I did as a golf professional. I have put in the time, acquired knowledge, and understand strategies and methods catered to my clients’ individual needs. As an advisor I draw from my 26 years of PGA teaching and coaching experience to communicate effectively, help you make informed decisions, and plan for your financial success.

I provide cost-effective, unbiased investment strategies from one of the world’s leading financial institutions to help my friends and clients. If you are an investor, you will really enjoy working with me. If you are a golfer, and an investor, I believe you will love working with me. I have a bachelor’s degree in business administration from New Mexico State University and have earned the C(k)P^®, CPFA^®, and the LUTCF^® financial education designations. To find out more about me and my planning process, or to read papers I have written on the similarities between golf and investing, please give me a call, or send me an email.