Paul V. Sydlansky, CFP
Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 20 years. Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Adviser. Previously, Paul worked at Morgan Stanley in New York City for 13 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. In 2018 he was named to Investopedia's Top 100 Financial Advisors list. 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).
Phone: 607.438.2914 | E-mail: paul@lakeroadadvisors.com | Website: Lake Road Advisors LLC | LinkedIn: www.linkedin.com/in/psyd1
Latest articles by Paul V. Sydlansky, CFP
-
Investing Rule No. 1: Don't Believe Doomsayers
investing There's no such thing as a stock market psychic, but there are ways to protect yourself from the next disaster (and from your own misguided tendencies).
By Paul V. Sydlansky, CFP Published
investing -
What Investors Need to Know About Risk
investing Did you know that risk tolerance and risk capacity are not the same thing? Good decisions start with a firm understanding of risk.
By Paul V. Sydlansky, CFP Published
investing -
How to Leverage Your Small Business for Financial Success
retirement Small-business owners have great tools to secure their futures: SEP IRAs, Solo-401(k)s and Simple IRAs. Here’s how to put them to work.
By Paul V. Sydlansky, CFP Published
retirement