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Douglas Sockman

Principal

Cleveland Wealth

United States, Ohio, Cleveland

About Me

Doug Sockman is a Certified Financial Planner (CFP) and Principal at Cleveland Wealth, LLC. For over two decades, Mr. Sockman’s practice has been offering individuals and families comprehensive financial planning services with an emphasis in wealth management, retirement planning and tax reduction strategies. He has been published numerous times in The Plain Dealer, Crain’s and Smart Business magazine and was a routine participant of The Plain Dealer’s Ask the Expert column. Mr. Sockman has provided countless retirement planning seminars to various groups and organizations, in addition to continuing education workshops for Certified Public Accountants. Mr. Sockman is an alumnus of Ohio Unive
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Profile Information

Principal

Cleveland Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

May 15, 2024

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