I am on a mission 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.
My journey began in 2012, when 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 Lestna Retirement and offer financial advice and guidance to people regardless of how much money they have. It is my believe 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 decided to get a deeper knowledge in the area of estate planning and intergenerational asset transfers and become a liaison between the nonprofit organization and its 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 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.
"It always seems impossible until it's done." – Nelson Mandela