Paul Sydlansky (CFP®, MBA)
Paul Sydlansky focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Lake Road Advisors, an independent fee-only financial planning firm with offices in Corning & Ithaca NY, and Portland, OR, works with mid-career professionals and business owners across the country who want to ensure they are making smart financial decisions today and for their future.
Why work with Lake Road Advisors?
We believe our experiences both in business (working at a Fortune 500 Wall Street firm to starting a financial planning firm from scratch) and with family (father of 3 young children who moved away from NYC for a better quality of life) uniquely position us to better understand the challenges and tough decisions you face and build a plan for your success. If this sounds like you, please don't hesitate to reach out and set up a call today.
Additional Information
Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 23 years. Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Advisor. Previously, Paul worked at Morgan Stanley in New York City for almost 14 years. While at Morgan Stanley, Paul 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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