Paul Sydlansky (CFP®, MBA)
Paul Sydlansky focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Lake Road Advisors is an independent, fee-only financial planning firm with offices in Corning & Ithaca, NY, and Vancouver, WA. We partner with successful couples approaching retirement who want a clear, personalized plan to make confident financial decisions about their next chapter.
Why work with Lake Road Advisors?
Our experiences both in business (from a Fortune 500 Wall Street firm to building a financial planning practice from the ground up) and in life (raising a family after leaving NYC for a better quality of life) give us a real understanding of the competing priorities and big decisions you’re facing. If you’re ready for a trusted partner to help you plan what comes next, we’d love to connect. Set up a call today.
Additional Information
Paul Sydlansky, CFP®, founder of Lake Road Advisors LLChttps://members.napfa.org/My-Firm/FAA-Descriptions#, has worked in the financial services industry for over 25 years. He specializes in helping successful couples approaching retirement simplify their finances and plan their next chapter with clarity and confidence. Prior to founding Lake Road Advisors in 2016, Paul worked as a relationship manager for a Registered Investment Advisor. Previously, he spent almost 14 years at Morgan Stanley in New York City, where he was a senior-level manager within the Institutional Equities Department. Paul received a Bachelor's degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN).NAPFA Start Date
March 10, 2016
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