David Sokol is a highly experienced financial professional and the Principal at Personal Financial Organizer. With an MBA from the University of Chicago and a BA from the University of Pennsylvania, he has a strong background in finance and has worked for various companies throughout his career, including Jardine Risk Management Inc., Daiwa Securities, Reliance National, and Family CFO, LLC.

Sokol's mission is to help individuals who struggle with managing their finances and keeping their paperwork in order. From tax preparation to managing receivables, payroll processing, and bookkeeping, he provides a range of services to keep his clients' finances organized. He is also an Enrolled Agent, licensed to represent taxpayers before the IRS.

In addition, Sokol acts as a liaison between his clients and their professional service providers, including accountants, lawyers, investment managers, and insurance agents. He assists with tasks such as organizing documents for tax preparation, tracking stock transactions and cost basis, inventorying assets, preparing personal financial statements, and monitoring insurable values.

Overall, Sokol delivers peace of mind to his clients by carefully planning and proactively managing their finances, restoring order and mitigating problems that arise in the process.