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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
