Paul Sydlansky, CFP®, MBA

About Paul Sydlansky, CFP®, MBA

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind.

When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you:

Build a complete, well organized understanding of your financial situation

Understand where your money is going and align spending to achieve your goals

Invest your money wisely, understand risks, and build wealth over time

Invest in your children’s future, including their education

Map out a realistic and achievable plan for your current goals and retirement

Follow proven methods to stay on target, with experts by your side every step of the way

There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Celebrating the Most Influential Advisors of 2018 | Regency

Paul Sydlansky, CFP®, MBA

About Paul Sydlansky, CFP®, MBA

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind.

When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you:

Build a complete, well organized understanding of your financial situation

Understand where your money is going and align spending to achieve your goals

Invest your money wisely, understand risks, and build wealth over time

Invest in your children’s future, including their education

Map out a realistic and achievable plan for your current goals and retirement

Follow proven methods to stay on target, with experts by your side every step of the way

There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Celebrating the Most Influential Advisors of 2018 | Regency

Andrew Kleinberg, CFP®, CFA

About Andrew Kleinberg, CFP®, CFA

I have over 20 years of experience in how financial markets work …and sometimes fail. I recognized a need for personalized and unbiased advice for the average person’s financial planning and investment decisions that does not require an ongoing obligation, unless the client so chooses. That’s why I have built a firm that does not sell any products other than our advice and makes sure that you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price.

In my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check out my LinkedIn profile.

Lori Dietzler CFP®

About Lori Dietzler CFP®

I offer ongoing financial planning for employees with equity compensation- ISO, RSU, NQSO, ESPP – and/or concentrated company stock positions.

Christopher Cinelli, CFP®

About Christopher Cinelli, CFP®

I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at puevf@pvtjal.pbz or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.

Dann Ryan, CFP®

About Dann Ryan, CFP®

Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.

Laura Rotter, CFA, CFP®

About Laura Rotter, CFA, CFP®

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time.

Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Andrew Altfest, CFP®

About Andrew Altfest, CFP®, MBA

Andrew advises clients about their personal finances and drives financial planning strategies for team members across the firm. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.

As a leader of Altfest Personal Wealth Management, Andrew has spearheaded a number of initiatives to expand the firm. These have included seeking out endorsements for the firm such as that from The New York State Dental Association (endorsed since 2010), organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group aimed at millennials. He also has encouraged further formalizing investment processes and led the introduction of a new technology process mandate with digital planning, to enhance decision-making, client experience and productivity.

Andrew was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and most recently was ranked in the top 15 percent on the inaugural 2017 Forbes List of America’s Top Next-Generation Wealth Advisors. Additionally, he leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

Andrew joined the firm in 2003. He received his BA with honors in English from Cornell University, and his MBA from Columbia University’s Graduate School of Business.

Andrew has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones Newswires.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the New York City chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy, mentors young financial advisors and New York University’s CFP students, and serves on the Junior Advisory Board of the New York Common Pantry.

In his free time, Andrew enjoys running, biking, trying new restaurants, traveling and learning about different cultures.

Awards and Recognitions: 

Top 15 Percent, 2017 Forbes List of America’s Top Next-Generation Wealth Advisors

Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team, 2012, 2013

Affiliations: 

Chair, New York City Chapter of National Association of Personal Financial Advisors (NAPFA)

Board Member, Lower East Side Jewish Conservancy

Junior Advisory Board, New York Common Pantry

Corey Peterson, CFP®, EA

About Corey Peterson, CFP®, EA

Corey has been working in the financial services industry for 17 years, as an insurance advisor, investment portfolio manager, estate administrator and income tax preparer.

Corey started Great Hill Advisory in 2016 to incorporate all his past roles in financial services to provide one platform that provides truly comprehensive and coordinated financial planning high and ultra-high net worth clients.

Great Hill Advisory provides family office services to high and ultra high net worth clients. Our services include multi-generational estate and income tax planning, high level asset allocation review and recommendations, investment performance monitoring, insurance reviews and recommendations, and cash flow tracking and analysis.

David Clarken, CFP®, CFA®, EA

About David Clarken, CFP®, CFA®, EA

Who Do I Serve?

High achieving Professionals, Consultants and Entrepreneurs – people who earn a living on their intellectual capital.

You Work hard, constantly strive to be better and you’re an expert at what you do. You have lofty aspirations and the drive to achieve them. I understand you because I am you. I understand you want a lot out of life, but most of all…you want more Time and fewer things to Worry about.

 Women in Transition – Whether you’re getting married, starting a family, fighting about money, or facing divorce, I’ll help you through it with confidence.

I watched my Mom struggle financially after her divorce and hated that I couldn’t help her. I understand the stress transition can bring and I made it my life’s mission to fix it – To empower people – particularly women facing a life change. I take the time to understand your feelings, learn what you need and discuss how to meet your challenges.

I’ll be in your corner whenever you have a question or wonder if you could be doing things just a little better. I’ll help you face the future with anticipation, rather than apprehension.

Financial planning is a process, not a piece of paper, to get you where you want to go. It changes as your life unfolds and your needs evolve—never losing touch with what’s most important to you. It gives you clarity and peace of mind, so you feel confident.

How am I different?  P-P-E-D

Purpose: This business is very personal to me. I built this firm to honor my Mother and care for clients in a way that would have made her proud. I treat every client like Family.

Passion: Empowering people through financial well-being – to live their best life, is my calling. To be worthy of your trust us critical, which is why I’m committed to lifelong learning – humble to know I’ll never know it all but driven to try. I’ve read books about tax on the beach and finance magazines on a flight to Italy because I love to!

Empathy: Your feelings and experiences matter. I consider the complex emotional issues in your financial life. More than how much I know, it matters how much I care.

 Depth: Any competent advisor will provide comprehensive planning, easy to use technology and reasonable fees. I believe You deserve More, so I go beyond. Financial literacy for your children and grandchildren, making sure your parents and grandparents aren’t exposed to estate planning risks, savvy tax savings strategies and much more.

As your financial advocate, I’m in your corner, available when you need me – even for the little things. When things happen in your life, I hope to be one of your first calls.

 Am I Qualified?

In terms of resume, I’ve earned the highest credentials (CFA, CFP, EA), have over two decades of financial experience, embrace a fiduciary standard of care, have no conflicts of interest and the discipline and tenacity of a former Marine.

What do You Get?

Return on ENERGY –I give you TIME, enabling you to spend your time on what matters most to you—your spouse, your kids, your career, your fun… Or would you rather spend your quality time Googling financial issues? Ask yourself – What’s your time worth?

 Return on INVESTMENT – Pay a little to protect a lot. It takes intelligence, foresight and humility to get help, especially with something so personal.

Simply taking the emotion out of financial decisions carries a high value. Don’t step over a dollar to pick up a dime…

You might hire someone to clean your house, mow your lawn or repair the air conditioner. Why not outsource your financial security to an expert?

If you’ve ever wondered if you could be doing things a little bit better… it’s time you find out