Principals

tom-stockett

Thomas W. StockettPrincipal

Thomas Stockett is a Principal at Cleveland Wealth, LLC. Mr. Stockett has been in the financial services industry for nearly two decades and focuses his practice on assisting individuals and families with comprehensive financial planning services. He has been featured numerous times on CBS 19 Action News, ABC 5 News and FOX 8 New Day Cleveland. He has also been a contributor to USA Today and Nerdwallet.com. Mr. Stockett provides educational classes on Retirement Planning and Social Security throughout the community and at Corporate College West, a division of Cuyahoga Community College.

Mr. Stockett is an alumnus of Duke University where he earned his bachelor’s degree in Economics and a Certificate in Markets and Management Studies. He holds the following professional designations and registrations: Certified Structured Settlement Consultant (CSSC) and Investment Advisor Representative. Thomas resides in Bay Village with his wife and three children.

doug sockman

Douglas W. Sockman CFP®, ChFC, CLUPrincipal

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 investment management and asset allocation strategies, retirement income 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 provides countless seminars to various groups and organizations, in addition to continuing education workshops for Certified Public Accountants.

Mr. Sockman is an alumnus of Ohio University where he earned his bachelor’s degree and graduated Cum Laude. He holds the following professional designations and registrations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Investment Advisor Representative. Having grown-up in Northeastern Ohio, Doug now resides in Westlake with his wife and their two daughters.

To schedule a meeting, please call 216.810.5900 or email info@clevelandwealth.com