Sydney Kozakis Singh, CFP®, ChFC® in

Sydney Kozakis Singh, CFP®, ChFC®

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Partner and Private Wealth Advisor at Legacy Wealth Planning - Northwestern Mutual
📍 New York City Metropolitan Area, United States

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.

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Experience
10 Years
Current Role
Partner and Private Wealth Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Sydney shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sydney cares 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.
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Career

Work history

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

Media appearances

Financial Advisor Sydney Kozakis Of the Northwestern Mutual .... Featured in Yahoo Finance
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Education
Bachelor’s Degree
Muhlenberg College
Certified Financial Planner (CFP®) designation
College for Financial Planning
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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