flexPATH Strategies

For over 35 years, Vince has worked closely with plan sponsors, service providers, advisors, money managers, trust companies, and broker-dealers to bring positive change to the retirement planning industry.

His roots date back to working for his father's actuarial firm in college, followed by retirement plan sales and management positions at UNUM and Principal Financial Group, where he gained comprehensive experience in financial underwriting, management, strategic product development, 401(k) plan design, and operational excellence.

In 2000, Vince was inspired to launch 401(k) Advisors™, that quickly became one of the fastest growing retirement advisory firms in the country. 401(k) Advisors is credited with developing one of the industry's first institutionally based investment scoring, and live bid 401(k) benchmarking systems. 401(k) Advisors was acquired by and rebranded to NFP in 2014. Vince continued his executive leadership role as co-President of NFP Retirement through April of 2023.

In 2004 he co-founded Retirement Plan Advisory Group™ (RPAG™), today one of the the largest practice management platforms for retirement advisors. As of September 2024, RPAG serves more than 152,000 plans with nearly $1.6 trillion in assets under influence. Through RPAG, Vince has created many other industry-leading systems and technologies to better serve plan sponsors and participants, including PlanFees™ fee benchmarking system, RFP Express™, and the Fiduciary Fitness Program™.

In 2014, Vince co-founded flexPATH Strategies, one of the largest target date fund providers in the country. In 2017, flexPATH Strategies also began creating low cost, best-in-class single manager active CITs, and today offers more than 30 CIT solutions, including every core asset class. As of June 2024, flexPATH Strategies' assets under management exceeded $70 billion.

With expertise in organizational development, operations, and business strategy, Vince exercises his talent alongside an exceptional team of senior leaders. Personally, Vince enjoys spending his free time with his wife Susie, his two sons, who he somehow tricked to go into this business, three grandchildren, and his close group of friends. He is always looking to master a multitude of indoor and outdoor sports from skiing, spinning, weight lifting, hiking and playing golf. When he isn't breaking out in a sweat, he loves to travel, be on the go and take long walks with Susie. Vince resides in Dana Point, CA with his family.

For 25 years, Nick has worked closely with plan sponsors, service providers, advisors, money managers, trust companies, and broker-dealers to bring positive change to the retirement planning industry.

Nick's roots date back to working for The Principal Financial Group immediately after graduating from Truman State University, where he was a four-year football letterman at defensive end. During his nearly 10-year career at Principal, he became a plan design expert as a pension underwriter and went on to become one of Principal's most successful sales wholesalers
of all-time.

In 2004, Nick joined Vince Giovinazzo and 401(k) Advisors as an equity partner, and soon became President of 401(k) Advisors. Under Nick's leadership, 401(k) Advisors became one of the fastest growing retirement advisory firms in the country, eventually acquired and rebranded NFP Retirement. Nick grew NFP Retirement to over $150 billion in assets under management as of May 2023. Nick continued his executive leadership role as co-President of NFP Retirement through April of 2023.

In 2004, Nick co-founded Retirement Plan Advisory Group™ (RPAG™), today one of the largest practice management platforms for retirement advisors. As of September 2024, RPAG serves more than 152,000 plans with nearly $1.6 trillion in assets under influence. Through RPAG, Nick has created many other industry-leading systems and technologies to better serve plan sponsors and participants, including PlanFees™ fee benchmarking system, RFP Express™, and the Fiduciary Fitness Program™.

In 2014, Nick co-founded flexPATH Strategies, today one of the largest target date fund providers in the country. In 2017, flexPATH Strategies also began creating low cost, best-in-class single manager active CITs, and today offers more than 30 CIT solutions, including every core asset class. As of September 2024, flexPATH Strategies' assets under management exceeded $70 billion.

Nick has earned a reputation as one of the most well-respected leaders in the retirement industry. He is known for building strong sales and leadership teams in a collaborative environment with operational excellence. Personally, Nick enjoys spending his free time with his wife Jennifer, his three children, and his close group of friends. He enjoys the outdoors from skiing in Utah, biking, and playing golf. When he isn't on the court playing pickleball, he loves to root for his daughter's volleyball team at Boston College. Nick resides in San Clemente, CA with his family.

Jeffrey Elvander has over 25 years of investment experience. Prior to flexPATH Strategies, Jeff worked with Barclays Global Investors and Trust Company of the West, where he was an assistant vice president in the Portfolio Analytics group, responsible for running the firm's Comprehensive Asset Allocation product. Jeff helped create and launch flexPATH Strategies in 2015. As Chief Investment Officer, he is responsible for overseeing the Investment Team. Jeff is also the creator of the proprietary Scorecard System™ measuring active, passive and asset allocation investment strategies.

Jeff is a CFA Charterholder graduating both from University of California, Santa Barbara, emphasis in Business Economics and from Pepperdine University with his MBA. When he isn't trying to imitate Eddie Van Halen's guitar skills, he enjoys riding his mountain bike through the hills. Jeff resides in Newport Beach, CA, with his wife and kids.

Kellen Foley has over a decade of investment experience and helped create and launch flexPATH Strategies in 2015. As Director, Investment Management, he is responsible for new business and product development.

Kellen is a CFA Charterholder, and graduated cum laude from Boston College with a major in Economics and minor in Environmental Sciences. He competed as a sprinter on the NCAA Division I Track & Field team. When Kellen isn't at the beach surfing, he enjoys the art of cocktail mixology and playing with his dog, Gus. Kellen resides in Laguna Niguel, CA with his wife Erin and son Lyle.

Matt is a third generation Giovinazzo to embark on a career in the investment and retirement plan industry. He has over a decade of investment experience and helped create and launch flexPATH Strategies in 2015. As Director of Investment Management, Matt is responsible for new business and product development.

Matt is a CFA charterholder. He graduated cum laude from UCLA winning two PAC-12 championships playing baseball. In Matt's free time, he enjoys swinging the tennis racket, rocking out on guitar, and teaching new tricks to his labradoodle, Watson. Matt resides in Dana Point, CA with his wife Cathy, and son Theo.

Alex Kahn joined flexPATH Strategies in 2015. He is primarily responsible for new business and product development. His activities include strategic partner relations, advisor support, and consulting with institutional clients on the investment details and advantages of flexPATH target date funds (TDFs).

Alex graduated from The Wharton School of Business at University of Pennsylvania with a Bachelor of Science in Economics. He is a Certified Plan Fiduciary Advisor (CPFA) demonstrating his expertise and commitment to working with retirement plans. He is also a two-time Ivy League champion playing Defensive End on UPenn's football team. Alex resides in Newport Beach, CA with his wife Madison, his daughter Kennedy, and goldendoodle, Kobe.

Jonathan Coombs joined flexPATH Strategies in 2015. In his role as a Senior Investment Advisor, he is responsible for new business and product development. His activities include strategic partner relations, advisor support, and consulting with institutional clients on the investment details and advantages of flexPATH target date funds (TDFs).

Jonathan is a Certified Plan Fiduciary Advisor (CPFA) demonstrating his expertise and commitment to working with retirement plans. In addition to his 10+ years of investment experience, he graduated from The Julliard School and performed as a concert pianist around the world in many of the great concert halls receiving rave reviews from the Wall Street Journal, Washington Post, New Yorker, and the London Times. Jonathan resides in Newport Beach, CA with his wife, Hope, and their tuxedo cat, Chance.

Brian Roberts joined flexPATH Strategies in 2022. Prior to that, he held leadership positions at American Funds and Capital Guidance Trust Company. He is responsible for educating, evaluating, and implementing our custom target date portfolios on plans in the non-profit arena. His activities include strategic partner relations, advisor support, and consulting with institutional clients on investments including our Target Income Portfolios.

Brian is a CFA Charterholder and graduated with honors from Davidson College with a Bachelor of Science in Economics. Brian resides in Virginia Beach, VA with his wife, Betsy and golden retrievers Bear and Beau.

Lauren Neeno joined flexPATH Strategies in 2017. She is primarily responsible for delivering an enhanced participant experience through comprehensive and meaningful education and advice strategies. Her ability to explain complex retirement and investment subject matter to plan sponsors and participants has proven critical to retirement plan success.

Lauren graduated from Chapman University cum laude with a Bachelor of Science in Business Administration, emphasis in Finance and a Minor in Psychology. She is always looking to master the next sport from golf to snowboarding. When she isn't playing a game, she spends her free time giving back to the community by helping various girls' basketball teams in the local Orange County area. Lauren resides in Irvine, CA with her family.

Evan Zytowski joined flexPATH Strategies in 2018. He also serves on the flexPATH investment Team as an analyst.

Evan is a CFA Level II candidate and graduated from Driehaus School of Business, emphasis Finance at DePaul University. When he isn't buried in CFA studying, he can be seen competing in his local golf tournament. Evan resides in Los Angeles, CA with his pet pug, Snickers.

Ellie Armstrong joined flexPATH Strategies in 2022. She is primarily responsible for building strategic partner and advisor relationships. Her activities include preparing client deliverables and conducting investment research.

Ellie graduated from Wake Forest University, earning her Bachelor's degree in Psychology. When she isn't playing some chords on the electric or acoustic guitar, she is working on painting the next Leonardo da Vinci masterpiece. She resides in Manhattan Beach, CA with her family and their Russian Blue cat, Sky.

Janette Oh joined flexPATH Strategies in 2022. She conducts market and fund research using proprietary quantitative modeling system and qualitative research to monitor sub-advisors for flexPATH target date funds. She also serves on the flexPATH investment Team as an analyst.

Janette graduated from Wheaton College with a major in Economics and a minor in International Relations while also scoring home runs playing softball. When she isn't enjoying the outdoors, you can see her creating her next ceramics masterpiece. Janette resides in Irvine, CA with her family.

KC joined flexPATH Strategies in 2023. Prior to flexPATH Strategies, KC worked for Equitable Advisors and JPMorgan Private Bank. He is primarily responsible for building strategic partner and advisor relationships. His activities include preparing client deliverables and conducting investment research.

KC graduated from the University of Texas earning his Bachelor's degree in Economics. When he isn't trying to beat his personal record of pull ups, he enjoys hitting the slopes to ski some groomers. He resides in Irvine with his blue heeler dog, Lola.

Drew Shaughnessy joined flexPATH Strategies in 2024. Drew worked for Cambridge Associates helping manage pension plan portfolios and after that he was with Surlamer Investments, building models and tools. In his current analyst role, he's responsible for market and fund research using a proprietary quantitative modeling system and conducts qualitative research to monitor subadvisors for flexPATH Strategies' target date funds.

Drew is a CFA Charterholder having graduated with a Bachelor of Science degree from Wake Forest University, emphasis in Mathematical Business, as well as having received a Master of Financial Engineering degree from the University of California, Los Angeles. When he isn't exploring the finest cuisines, Drew cheers on his hometown sports team the New England Patriots. He resides in Newport Beach, CA with his family.

Reese Wong joined flexPATH Strategies in 2024. He is primarily responsible for building strategic partner and advisor relationships. His activities include preparing client deliverables and conducting investment research.

Reese graduated from the University of Arizona, earning his Bachelor's degree in Finance. When he isn't on the mountain snowboarding, he enjoys spending time on the golf course. He resides in Laguna Nigel, CA with his Rottweiler dog, Stout.

Our Team

Vince Giovinazzo

Nick Della Vedova

Jeffrey Elvander, CFA

Kellen Foley, CFA

Matt Giovinazzo, CFA

Alex Kahn, CPFA

Jonathan Coombs, CPFA

Brian Roberts, CFA

Lauren Neeno

Evan Zytowski

Ellie Armstrong

Janette Oh

KC Chiravanich

Drew Shaughnessy, CFA

Reese Wong