CoverProfile

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
View more

Profile Information

Principal

Cleveland Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

May 15, 2024

More profiles to browse

Profile Photo
Corbin Blackburn
Wealth Advisor
Profile Photo
John B Blatt
Wealth Advisor at Cleveland Wealth, LLC
Profile Photo
Bernard Garrah
Wealth Manager
Profile Photo
Timothy Farley
Fiduciary Wealth Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana
PM
Prtima MISHRA1
Software Engineer
PA TEST