Sydney Kozakis Singh, CFP®, ChFC®

Examiner
DISC Type : sc

Partner and Private Wealth Advisor at Legacy Wealth Planning - Northwestern Mutual

New York City Metropolitan Area, United States

Overview

Sydney Kozakis Singh is a Partner and Private Wealth Advisor at Legacy Wealth Planning, backed by Northwestern Mutual. She specializes in sophisticated financial strategies for business owners, multigenerational estate planning, and comprehensive guidance for growing families. She holds a Certified Financial Planner (CFP®) designation.

Outside of her financial practice, Sydney is a certified yoga instructor (RYT-200), demonstrating a strong interest in wellness and mindfulness. This personal passion complements her professional goal of helping clients create a balanced and purposeful life by aligning their values with their financial actions.

Unique fact: While in college, she was ranked the #1 College Financial Representative in the entire United States.

Personality Overview

Overcautious

Late Adopter

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Multigenerational Wealth
Her practice focuses on providing guidance for multigenerational and estate planning to ensure long-term financial security for families.
Business Owner Planning
She provides sophisticated and comprehensive financial planning specifically tailored to the complex needs of business owners.
Yoga and Wellness
As a Certified Yoga Instructor (RYT-200), she has a deep personal interest in wellness, mindfulness, and balanced living.

Media Appearances

Financial Advisor Sydney Kozakis Of the Northwestern Mutual .... Featured in Yahoo Finance

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Work History

4-2025
Partner and Private Wealth Advisor at Legacy Wealth Planning - Northwestern Mutual
4-2019 - 4-2025
Financial Advisor at Northwestern Mutual
2016 - 2019
Administrative Assistant at Northwestern Mutual

Education

Bachelor’s Degree from Muhlenberg College
Certified Financial Planner (CFP®) designation from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Partner and Private Wealth Advisor at Legacy Wealth Planning - Northwestern Mutual
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Insights For Selling To Sydney

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sydney is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Sydney

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Sydney move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Sydney take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Sydney

Personality Compatibility


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