Principal
Current
May 2021 - Present
AeroLeads people directory · profile
Eric Lazzari, Aif®, Cpfa Email & Phone Number
Principal at Retirement Impact, LLC
at
Retirement Impact, LLC
1 work email found
@bearing-financial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal at Retirement Impact, LLC
Location
Greater Boston, United States
Who is Eric Lazzari, Aif®, Cpfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Eric Lazzari, Aif®, Cpfa is listed as Principal at Retirement Impact, LLC at Retirement Impact, LLC, based in Greater Boston, United States. AeroLeads shows a work email signal at bearing-financial.com and a matched LinkedIn profile for Eric Lazzari, Aif®, Cpfa.
Eric Lazzari, Aif®, Cpfa previously worked as Principal at Retirement Impact, Llc and Owner at Bearing Financial Services. Eric Lazzari, Aif®, Cpfa holds Finance from Bentley University.
Company email context
Email format at Retirement Impact, LLC
This section adds company-level context without repeating Eric Lazzari, Aif®, Cpfa's masked contact details.
*@bearing-financial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Eric Lazzari, Aif®, Cpfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Qualified Retirement Plans, Fiduciary, Investments, and 13 others.
Current workplace
Eric Lazzari, Aif®, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Eric Lazzari, Aif®, Cpfa work experience
A career timeline built from the work history available for this profile.
Owner
Current
Bearing Financial Services
Baystate Fiduciary Advisors, Global Retirement Partners and LPL Financial are not affiliated with Bearing Financial Services
May 2003 - Present
Board Member
Wayside Youth
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
Feb 2017 - Jun 2022
Registered Representative
Nov 2015 - Dec 2021
Partner/Relationship Manager
Baystate Fiduciary Advisors
Nov 2015 - May 2021
Partner
Capitol 401K
Mar 2005 - Nov 2015
Financial Advisor
Jun 2000 - Mar 2003
2 education records
Eric Lazzari, Aif®, Cpfa education
Finance
Education record
Marian H.S.
FAQ
Frequently asked questions about Eric Lazzari, Aif®, Cpfa
Quick answers generated from the profile data available on this page.
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 Retirement Impact, LLC?
Eric Lazzari, Aif®, Cpfa is listed as Principal at Retirement Impact, LLC at Retirement Impact, LLC.
What is Eric Lazzari, Aif®, Cpfa's email address?
AeroLeads has found 1 work email signal at @bearing-financial.com for Eric Lazzari, Aif®, Cpfa at Retirement Impact, LLC.
Where is Eric Lazzari, Aif®, Cpfa based?
Eric Lazzari, Aif®, Cpfa is based in Greater Boston, United States while working with Retirement Impact, LLC.
What companies has Eric Lazzari, Aif®, Cpfa worked for?
Eric Lazzari, Aif®, Cpfa has worked for Retirement Impact, Llc, Bearing Financial Services, Wayside Youth, Lpl Financial, and Baystate Fiduciary Advisors.
How can I contact Eric Lazzari, Aif®, Cpfa?
You can use AeroLeads to view verified contact signals for Eric Lazzari, Aif®, Cpfa at Retirement Impact, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eric Lazzari, Aif®, Cpfa attend?
Eric Lazzari, Aif®, Cpfa holds Finance from Bentley University.
What skills is Eric Lazzari, Aif®, Cpfa known for?
Eric Lazzari, Aif®, Cpfa is listed with skills including Wealth Management, Qualified Retirement Plans, Fiduciary, Investments, Pensions, Finance, Retirement, and 401K.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial