Broker Check
James Socha

James Socha

Financial Representative

860-813-3917

James.Socha@cfsllc.com

I work with medical and dental professionals to help them protect their income, navigate student loan decisions, and plan for their financial future. Whether in school, residency, or practice, I provide simple, no-pressure guidance on disability and life insurance tailored to each stage of a medical career. My connection to the medical community began early through my mother, who spent more than 25 years helping healthcare professionals grow their practices, which gave me an appreciation for the work behind building a career in medicine and the importance of protecting that income. Before entering financial services, I owned and operated a landscaping company, where I developed a strong understanding of entrepreneurship, leadership, and financial literacy. Today, I focus on helping professionals make informed financial decisions and build a strong financial foundation while building long-term relationships.