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Updated September 27, 2023

Paul Sydlansky

Certified Financial Planner

FinanceHQ Network Member

LocationBinghamton, NY

Years of experience40 years experience

LocationBinghamton, NY

Years of experience40 years experience

About Paul Sydlansky

Paul Sydlansky, CFP®, is a former Wall Street professional with over a decade's experience at Morgan Stanley in both Private Wealth Management and Institutional Equities. After a transformative shift prompted by becoming a father, he moved to Upstate New York, earned his Certified Financial Planner™ (CFP) certification, and founded Lake Road Advisors in 2016. Paul's mission is to simplify financial planning for families and small business owners, freeing them from stress and uncertainty and allowing them to embrace life's most important moments while confidently planning for the future.

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Areas of specialty

Retirement Planning

Estate Planning

Investment Management

More about Paul Sydlansky

Designations	Company name	Works with clients in	Custodian firms
CFP, MBA	N/A	Anywhere in US	Betterment

Designations	Company name
CFP, MBA	N/A

Works with clients in	Custodian firms
Anywhere in US	Betterment

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