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Vitaly Novok

Board Member

Vitaly is an Accredited Investment Fiduciary Analyst and has been in the financial industry since the early 2000s. In his current role as a fiduciary financial advisor, Vitaly helps people to create personalized and tax-efficient financial strategies so they can leave more money to their heirs and charitable organizations.

As a member of the National Association of Charitable Gift Planners, Vitaly aims to act as a bridge between nonprofit organizations and their benefactors. He strives to demonstrate how the application of tax-friendly charitable and wealth distribution tactics can broaden the impact of their legacy, benefiting not just their heirs, but also the charities they hold dear.

Vitaly also loves to promote financial wellbeing and share his knowledge through his YouTube channel on various financial topics.

Vitaly Novok
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