Eric Lazzari, Aif®, Cpfa

Eric Lazzari, Aif®, Cpfa Email and Phone Number

Principal at Retirement Impact, LLC @ Retirement Impact, LLC
Eric Lazzari, Aif®, Cpfa's Location
Greater Boston, United States
Eric Lazzari, Aif®, Cpfa's Contact Details

Eric Lazzari, Aif®, Cpfa work email

Eric Lazzari, Aif®, Cpfa personal email

n/a
About Eric Lazzari, Aif®, Cpfa

Eric assists plan sponsors in the implementation of fiduciary best practices in 401(k) and 403(b) plans and uses his over 18 years of experience helping clients navigate the ERISA retirement plan industry. He enjoys helping companies better manage their plans towards reducing the administrative burden and cost of operating their plan and helping people better save for retirement.Eric is an Accredited Investment Fiduciary® designee, meaning that he is highly credentialed in the space that we work most closely with our clients in. In his free time, he enjoys spending time with his family, woodworking, and golfing. He is also on the Board of Directors of Rotary Club of Natick and a member of the Bentley Executive Club.

Eric Lazzari, Aif®, Cpfa's Current Company Details
Retirement Impact, LLC

Retirement Impact, Llc

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Principal at Retirement Impact, LLC
Eric Lazzari, Aif®, Cpfa Work Experience Details
  • Retirement Impact, Llc
    Principal
    Retirement Impact, Llc May 2021 - Present
    Andover, Massachusetts, United States
    View
  • Bearing Financial Services
    Owner
    Bearing Financial Services May 2003 - Present
    Baystate Fiduciary Advisors, Global Retirement Partners and LPL Financial are not affiliated with Bearing Financial Services
  • Wayside Youth
    Board Member
    Wayside Youth Feb 2017 - Jun 2022
    Framingham, Ma
    Wayside is a non-profit, nationally accredited human service agency providing a continuum of services to children, adolescents and families in Eastern and Central Massachusetts. Wayside's services include: Residential, home-based, educational, day and outpatient mental health programs; victim support services; and care coordination services for the Children's Behavioral Health Initiative, and five Department of Children and Families area offices. The agency employs over 450 staff at 18 program locations, with annual revenues of over $30 million. Baystate Fiduciary Advisors, Global Retirement Partners and LPL Financial are not affiliated with Wayside Youth and Family Services
  • Lpl Financial
    Registered Representative
    Lpl Financial Nov 2015 - Dec 2021
    Framingham, Ma
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  • Baystate Fiduciary Advisors
    Partner/Relationship Manager
    Baystate Fiduciary Advisors Nov 2015 - May 2021
    Boston, Ma
  • Capitol 401K
    Partner
    Capitol 401K Mar 2005 - Nov 2015
  • Baystate Financial Services
    Financial Advisor
    Baystate Financial Services Jun 2000 - Mar 2003
    View

Eric Lazzari, Aif®, Cpfa Skills

Wealth Management Qualified Retirement Plans Fiduciary Investments Pensions Finance Retirement 401k Retirement Plan Consulting Asset Allocation Investment Advisory Mutual Funds Series 7 Retirement Planning Securities Investment Management Profit Sharing

Eric Lazzari, Aif®, Cpfa Education Details

Frequently Asked Questions about Eric Lazzari, Aif®, Cpfa

What company does Eric Lazzari, Aif®, Cpfa work for?

Eric Lazzari, Aif®, Cpfa works for Retirement Impact, Llc

What is Eric Lazzari, Aif®, Cpfa's role at the current company?

Eric Lazzari, Aif®, Cpfa's current role is Principal at Retirement Impact, LLC.

What is Eric Lazzari, Aif®, Cpfa's email address?

Eric Lazzari, Aif®, Cpfa's email address is er****@****ial.com

What schools did Eric Lazzari, Aif®, Cpfa attend?

Eric Lazzari, Aif®, Cpfa attended Bentley University, Marian H.s..

What skills is Eric Lazzari, Aif®, Cpfa known for?

Eric Lazzari, Aif®, Cpfa has skills like Wealth Management, Qualified Retirement Plans, Fiduciary, Investments, Pensions, Finance, Retirement, 401k, Retirement Plan Consulting, Asset Allocation, Investment Advisory, Mutual Funds.

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