ABOUT

Vitaly Novok, Principal, is the founder of Lestna Retirement.

I'm Vitaly Novok and I'm on a mission to promote fiduciary excellence among nonprofit organizations and help people achieve financial freedom and retire with dignity. I moved to the U.S. in 2012 with my wife and decided to continue to pursue a career in finance. During my job search I realized that methods and techniques used by other financial planning firms are not aligned with my values. So I decided to start my own firm. I established Lestna Retirement to offer financial advice and guidance to people regardless of how much money they have. In fact, I believe that financial advice should be affordable and transparent for everyone. I don't believe in account minimums and think that the foundation of long-term financial success begins with making the right financial decisions as early as possible.

I also believe that both nonprofit leaders and individuals must clearly understand the real meaning of the word "fiduciary" and what responsibility it entails to be a fiduciary or what the benefits are of being served by a fiduciary.

I hold Accredited Investment Fiduciary Analyst (AIFA®) and Chartered Retirement Plan Specialist (CRPS®) designations which I chose because I wanted my actions and words to reassure clients that their financial interests and security come first in everything we do. I also love to share my knowledge on various financial topics. Check my YouTube channel and read my book, "The Resolute 401(k) Participant," about the essentials of 401(k) plans and how to retire financially secure and worry-free. 

Lestna Retirement is a small company but our size is our advantage. We know our clients by name, not by a number. When you need help, you call us and not a call center or a robot. The company keeps growing and maturing. Since 2019 Lestna Retirement has been CEFEX-certified, which demonstrates our fiduciary excellence and conformity to high professional standards of conduct in the investment management industry.

 

 

© 2020 Lestna Retirement. All Rights Reserved  |  Form ADV  |

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