Paul T. Lysan, CPA, CFA

About our Firm

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 3� 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.

Important Disclaimer

Paul T. Lysan, CPA website tools provide business owners and individual clients with actionable information to help them understand how to minimize income taxes and comply with Internal Revenue Service and Massachusetts Department of Revenue rules and regulations.

This material is for informational purposes only and should not be construed as an offer or solicitation to sell or buy any securities, and is not intended to be used as the basis of an investment decision or as legal advice. Visitors should understand that no content published on the website constitutes a recommendation that any particular savings, investment, qualified retirement, 529 college savings, or employee benefit plan is suitable for any specific person. Each visitor is responsible for completing their own research and/or consultations with their own investment professionals and advisors before making any investment decisions.

This material is published for the assistance of clients, but is not to be relied upon as authoritative and is not to be substituted for the exercise of one's own judgment. Additional information or tax guidance from Paul Lysan, CPA is available upon request. Paul Lysan, CPA accepts no liability whatsoever for any direct or consequential losses arising from any use of this website. Information contained on this website may no longer be current.