ABOUT

Vitaly Novok, Fiduciary Financial Advisor, is the founder of Lestna Retirement.

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I'm Vitaly Novok and my purpose is to help people maximize the lasting impact of their legacy by protecting and transferring assets to heirs and charitable organizations in a tax-efficient manner.

 

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 during COVID-19 many nonprofit organizations struggle to raise funds and support the mission of their organization. I decided to get additional education in the area of estate planning and intergenerational asset transfers and become a liaison between the nonprofit organization and its leaders and supporters. My objective was, and remains now, to show nonprofit leaders and supporters that by utilizing tax-efficient financial and wealth transfer strategies they can expand the outreach of their legacy not only to heirs, but also to their favorite charities. 

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.