Sign In

David Sokol

Principal at Personal Financial Organizer

David Sokol is a financial professional who serves as the Principal at Personal Financial Organizer, a role he has held since 2009.1 Based in the Greater New York City Area, Sokol specializes in providing personal financial organization services to clients.

Background and Education

Sokol holds an MBA from the University of Chicago, which he obtained between 1979 and 1981. He also earned a BA from the University of Pennsylvania from 1974 to 1978.1

Professional Experience

Prior to his current role, Sokol's career includes:

  • Associate at Family CFO, LLC (2001-2009)
  • Vice President at Reliance National (1991-2001)
  • Manager at Daiwa Securities (1989-1991)
  • Vice President at Jardine Risk Management Inc. (1981-1989)1

Services Offered

As a Personal Financial Organizer, Sokol provides a range of services, including:

  • Tax preparation (as an Enrolled Agent licensed to represent taxpayers before the IRS)
  • Payment services (bill paying, managing receivables, payroll processing)
  • Record keeping (bookkeeping, household budgeting, bank reconciliations)
  • Liaison with professional service providers (accountants, lawyers, investment managers, insurance agents)1

Philosophy

Sokol's mission statement emphasizes his focus on helping the "95% of the population" who may not be naturally inclined towards financial management. He aims to provide peace of mind through prudent planning and problem-solving, stating, "I sweat the details, so you don't have to."1

Highlights

Dec 18 · fortune.com
Clarence Thomas' long history of claiming he was underpaid, in debt

Related Questions

What services does David Sokol offer at Personal Financial Organizer?
How long has David Sokol been in the financial organizing business?
What is David Sokol's educational background?
What are some notable achievements of David Sokol in his career?
How does David Sokol help with tax preparation?
David Sokol
David Sokol, photo 1
David Sokol, photo 2
Add to my network

Experience

Principal at Personal Financial Organizer (2009 - Present)
Associate at Family CFO, LLC (2001 - 2009); Vice President at Reliance National (1991 - 2001); Manager at Daiwa Securities (1989 - 1991); Vice President at Jardine Risk Management Inc. (1981 - 1989)

Education

MBA from University of Chicago (1979 - 1981); BA from University of Pennsylvania (1974 - 1978)

Location

New York, New York, United States