Wharton Business Radio

Your Money: September 11, 2018

Host Kent Smetters is joined by Paul Sydlansky (Founder, Lake Road Advisors), Jennifer FitzPatrick (Founder; Gerontologist, Jenerations Health), and Scott Leonard (Founding Partner, Navigoe, Inc.) on the Tuesday, September 11, 2018 edition of Your Money.

Air Date: Tuesday, September 11, 2018 on SiriusXM 132

Hosted By

Jennifer L. FitzPatrick

Air Time: 5:00 pm
Featuring: Jennifer FitzPatrick

Scott Leonard

Air Time: 5:30 pm
Featuring: Scott Leonard

Paul Sydlansky

Air Time: 6:30 pm
Featuring: Paul Sydlansky

Featured Guests

Paul Sydlansky

Founder, Lake Road Advisors

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Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 18 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 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), Financial Planners Association (FPA) and the XY Planning Network (XYPN).

Twitter – @psydlansky
Full Profile

Jennifer FitzPatrick

Founder; Gerontologist, Jenerations Health

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Jennifer L. FitzPatrick, MSW, CSP is the author of Cruising Through Caregiving: Reducing The Stress of Caring For Your Loved One and a long-time gerontology instructor at Johns Hopkins University. A popular media expert, she has been featured in national media such as Forbes, Fast Company, Reader’s Digest, U.S. News & World Report and The Huffington Post as well as on ABC and CBS. Her company Jenerations Health provides keynote and continuing education to professionals, including CFPs.

She is the author of dozens of articles on age diversity at work, working caregivers and best meeting the needs of our older population. Her first book, Cruising Through Caregiving: Reducing The Stress of Caring For Your Loved One will be published on September 27, 2016.

Cruising Through Caregiving – www.cruisingthroughcaregiving.com
Full Profile

Scott Leonard

Founding Partner, Navigoe, Inc.

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Scott Leonard, CFP, is the owner of Navigoe, Inc., a Registered Investment Advisor (RIA) with offices in Nevada and California. He was the sole founder and owner of Leonard Wealth Management Inc., established in 1996, as an all-inclusive wealth management firm, which became Navigoe in 2013. Scott is a Certified Financial Planner (CFP®); in 2013. Scott was listed as among the five most influential Registered Investment Advisors for 2012.

Scott maintained his executive role at his firm during his planned three-year trip sailing from Florida to Australia, making quarterly flights to the United States for client meetings. Scott has been an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He has also been an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment, wealth management, and practice management issues.

Scott is a published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly “Money Make-Over” column. His analysis and opinions on advanced wealth management issues are have been featured in national publications, including The Wall Street Journal, USA Today,Money Magazine, and Kiplinger’s Personal Finance. Scott was ranked among the five most influential Registered Investment Advisors in America by RIABiz in 2012.

Mr. Leonard graduated from the University of California, Los Angeles (UCLA), in 1990 with a Bachelor of Science degree in Economics. His CFP credential was earned in 1994.
Full Profile

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