See All Authors »

Paul V. Sydlansky, CFP

Founder, Lake Road Advisors, LLC

Phone: 607.438.2914

Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 17 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 13 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).

Latest Features

Building Wealth
June 2017

Investing Rule No. 1: Don't Believe Doomsayers

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).

See More From: Building Wealth

Building Wealth
April 2017

What Investors Need to Know About Risk

Did you know that risk tolerance and risk capacity are not the same thing? Good decisions start with a firm understanding of risk.

See More From: Building Wealth

Building Wealth
March 2017

How to Leverage Your Small Business for Financial Success

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.

See More From: Building Wealth