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Lawrence Sidney
Financial Partner to Families, Business Owners and Professionals | Tax Reduction | Financial Planning | Investment Management | Start-Ups
Lawrence Sidney, often referred to as Larry Sidney, is a Holistic Wealth Advisor at Palisade Investments, LLC. He has nearly 20 years of experience in education and financial advising, focusing on providing comprehensive financial planning and consulting services. His expertise includes working with small business owners on growth and transition strategies, for which he holds the Certified Exit Planner designation from the Exit Planning Institute. Additionally, he offers environmental, social, and governance (ESG) and sustainable investment options upon request.
Larry Sidney has an academic background that includes a Bachelor of Arts and a Master of Science from the University of Connecticut, as well as an MBA from the University of California at Berkeley. Prior to his career in financial advising, he was an international athlete and an Olympic Alternate in the sport of skeleton.123
