ABOUT

Vitaly Novok, Fiduciary Expert, is the founder of Lestna Retirement.

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I'm Vitaly Novok and I'm on a mission to promote fiduciary excellence among nonprofit organizations. In 2012, my wife and I moved to the U.S. and I 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. 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.

 

As I continue to evolve as a professional, I’ve noticed that many fiduciaries of nonprofit organizations are not fully aware of their fiduciary duties, and what these risks can lead to. I decided to get more education in the area of fiduciary best practices and fiduciary risk mitigation. My objective was, and remains now, to educate nonprofit fiduciaries on what it really means to be a fiduciary and help them put fiduciary best practices in place. By being fully aware of their fiduciary duties and more importantly, what they need to do to fulfill these duties, I believe that nonprofit fiduciaries will increase the chances of achieving the missions of their organization, maximize the return on donated financial assets, and reduce their fiduciary risk.

 

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 come first in everything I do. In addition to that, I am a licensed educator of Fiduciary Essentials® for Foundations and Endowments Training.

I also love to share my knowledge on various fiduciary and 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. 

About Lestna Retirement

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.