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Nick Socha - Northwestern Mutual

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Irvine, CA
Nick Socha - Northwestern Mutual

I help my clients make sense of a complex financial world and create a plan to achieve their most im

Nick is originally a San Diegan who moved to Orange County in 2013 to start his practice with Northwestern. He and his wife Kassi live in Costa Mesa and are very involved in the community. Nick specializes in helping successful professionals and their families to slow down and plan. His greatest professional successes can be measured by the impact he has on his clients lives and financial affairs.

07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6189B8i96B

07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6184BEpR0Y

07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6184BEpzxG

07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6184BDmYI4

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6184B6tSBm

06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6189BDvhJL

06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6182B890B2

06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6181BDwbWH

06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6183BDGCeN

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6186BDGnCo

Address

18575 Jamboree Road Ste 400
Irvine, CA
92612

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 7pm
Wednesday	8am - 7pm
Thursday	8am - 7pm
Friday	8am - 7pm

Telephone

+19496227256

Website

http://nicksocha.nm.com/

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