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Bahdan Y

CFA®

Chicago, IL

Lestna Retirement, LLC

Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.

General retirement planning Retirement income strategy Equity compensation tax strategy Charitable giving & philanthropy Tax-loss harvesting
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Vitaly N

Series 65

Chicago, IL

Lestna Retirement, LLC

Vitaly Novok is a financial advisor at Lestna Retirement, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Lestna Retirement since 2014. In addition to his advisory role, he maintains an active Illinois real estate broker license with Redfin Corporation. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and institutional clients, including retirement plans and charitable organizations. The firm focuses on long-term strategic asset allocation, using diversified, low-cost investments and tax-aware portfolio management while providing fiduciary consulting and discretionary investment services.

General retirement planning Retirement income strategy Equity compensation tax strategy Charitable giving & philanthropy Tax-loss harvesting
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