Soham joined GoldBook in October 2025 as a Financial Services Professional.

He is committed to building long-term relationships with individuals, families, and business owners. Soham takes pride in simplifying complex financial concepts and ensuring each client has the tools and confidence to navigate their financial goals. He provides a comprehensive financial needs analysis, including access to trust services, through a network of experienced professionals with expertise in retirement planning, estate strategies, employee benefit and retention programs, and business continuation planning.

Prior to joining GoldBook, Soham began his career in financial services at Charles Schwab, where he developed a strong foundation in client service, market education, and operational excellence.

Soham graduated from Arizona State University with a degree in Finance. Outside of work, he enjoys following sports, spending time with friends, and exploring new restaurants in the greater Phoenix area.

He holds FINRA Series 7 and 63 licenses and is Life, Accident, and Health licensed.

CRN202811-9936379