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Awards & Articles

Awards

NAPA Top DC Advisor Teams award

Top DC Advisor Teams (2024) Top DC Advisor Teams (2022)

The Lynnvest Group was named as a NAPA Top DC Advisor Team in 2024 and 2022.

<p>The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

Articles

Meet the Team Responsible for $1 Billion of Tailored Lending Term Sheets in 2023

Marc Lipson, NMLS # 558404, Sirus Turkzadeh, NMLS # 1682645, and Olga Kapitskaya, NMLS # 862531 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Marc Lipson, NMLS # 558404, Sirus Turkzadeh, NMLS # 1682645, and Olga Kapitskaya, NMLS # 862531 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Lynnvest Group

Phone: 310-205-7758

Marc Lipson, CPFA®, CPWA®, CRPC®, CRPS®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 310-205-7758

Sirus Turkzadeh, CFP®, CPFA®

Associate Vice President - Financial Advisor

Phone: 310-205-7766

Olga Kapitskaya, CRPC®, MBA

Associate Vice President - Financial Advisor

Phone: 310-205-7756