James Lukezic is a successful fiduciary advisor in New York. He has over 13 years of experience in finance and has worked hard to build a successful career. He is a Director of Investment with Oppenheimer & Company, Inc. He specializes in corporate retirement plan services, with a focus on fiduciary governance. He has a great finance education and a well-developed skillset. He has worked hard to develop a great reputation for himself in the retirement planning industry. In 2016, he was named one of the National Association of Plan Advisors’ (NAPA) top retirement plan advisors under 40 years old.

The National Association of Plan Advisors is a professional society and a nonprofit organization. It is backed by the American Retirement Association, and helps retirement advisors connect. In 2014, NAPA established a new program called the Young Guns. Each year NAPA firm partners nominate a retirement plan advisor who is under 40 years old. NAPA members then vote for their favorite nominees. Next, a NAPA blue ribbon committee reviews the final votes and then selects the top advisors who are under 40 years old, or the new Young Guns.

James Lukezic was selected for NAPA’s 2016 class of Young Guns. He specializes in corporate retirement planning services and works with Oppenheimer & Company, Inc. He has several years of experience in finance and has helped clients develop a strong retirement investment plan. He is also an experienced client relationship manager. He has worked with a wide array of clients including entrepreneurs, corporate executives, professional athletes and families. He is an excellent consultant who works closely with his clients. He is a skilled finance professional who is able to create customized client portfolio and he always uses a planning-based and consultative approach when developing client strategies.

James Lukezic was named one of the top advisors under 40 years old because he is hardworking, knowledgeable, and dedicated to his career. He is also a member of the Fidelity Investment Defined Contribution Advisory Committee, which is comprised of the leading retirement plan consultants in the country. James Lukezic is highly experienced in his field and has worked hard to hone his retirement planning skills.

Sources:
http://www.napa-net.org/industry-lists/young-guns-top-50-plan-advisors-under-40/
http://usaretirement.org/2016/02/16/napa-2016-young-guns/