Paul T. Lysan, CPA, CFA
Paul Lysan has worked in the investment and financial services industry for more than twenty-five years. Prior to starting an investment advisory, financial planning, and public accounting practice in Wakefield, MA he had Wall Street experience as a Vice President for 3½ years with Tucker Anthony Incorporated, a full-service brokerage firm in Boston, MA. His professional experience includes the following affiliations: investment analyst for FFPS Brokerage, Inc. a financial planning subsidiary of The Travelers; investment analyst for Aetna Realty Investors; financial officer and mutual fund consultant for Newcomb & Company, Inc; bank examiner for the Federal Deposit Insurance Corporation; and principal of Atlantic Securities and Capital Management, Inc., an NASD registered broker-dealer. He earned an MBA degree in Finance from the Wharton Business School, University of Pennsylvania and a BA in Economics from Cornell University. Mr. Lysan has also completed continuing professional education courses in taxation and accounting at Bentley College. Mr. Lysan has been a Certified Public Accountant (CPA) in Massachusetts since 1995 and is a Chartered Financial Analyst (CFA). He is a member of the CFA Institute and the Massachusetts Society of Certified Public Accountants. Contact us via email: Paul@PTLCPA.com or telephone: (978) 535-7600
Call us today to discuss your tax or accounting needs:
(978) 535-7600
Paul T. Lysan, CPA, CFA is one of the leading CPA firms in and throughout Peabody, MA. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
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