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Socrates Leotsakos is a Financial Planner at Precision Financial Services, where he works closely with advisors to construct detailed financial plans and analyses for our clients. He graduated from Cornell University in 2018 with a B.A. in Economics and concentrations in Business and Information Sciences. Socrates began his career as a Financial Planner for a number of years with a large independent advisory firm in North Jersey, servicing both domestic and international high net worth clients, from families to celebrities to C-Suite executives.
In 2024, Socrates obtained his CERTIFIED FINANCIAL PLANNER™ certification, administered by the CFP Board which demands rigorous education, examination, and ethics requirements. Additionally, he keeps current with new rules and changes in the financial planning fields.
In his spare time, Socrates enjoys making music, cooking, playing tennis and learning as much as he can from others.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
