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ABOUT

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

Vitaly started his career in 2005 as an equity trader at "Your Investment Partner," a privately held broker-dealer firm in Moscow, Russia. During his almost 8 years of tenure with the firm, he became a Senior Portfolio Manager of the firm and was responsible for setting investment policy, developing trading strategies, and portfolio management of both clients and company's assets.

 

In 2012 Vitaly moved to the U.S. with his wife in order to evolve as an investment professional and pursued his career as a private trader. After 1.5 years, in 2013 he founded his own firm with the goal of helping small business owners and retirement plan sponsors with managing their retirement plans and ensuring that they are offering the best plan possible to their employees while minimizing their own fiduciary liability.

Vitaly has earned the Accredited Investment Fiduciary Analyst (AIFA®) and Chartered Retirement Plan Specialist (CRPS®) designations. He has U.S. equivalent of M.S. in Finance and B.A. in Business Administration from the North-West Academy of Public Administration in Saint Petersburg, Russia. In addition, he is the author of "The Resolute 401(k) Participant," a book about the essentials of 401(k) plans and how to retire financially secure and worry-free.