Founder, Financial Planner
CurrentComplete financial planning, which specifically includes:-Investment Analysis & Management-Retirement Planning-Cash Flow Planning-Tax Planning-Estate Planning-Financial advice/coaching
Jul 2022 - Present
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Eric Lanier Email & Phone Number
I help people create financial plans they feel good about. Currently taking on new clients.Investment Management ✅ Estate Planning ✅ Tax Planning ✅
at
Higher Impact Financial, LLC
1 work email found
@on-linebookkeeping.com
1 phone found area 858
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
I help people create financial plans they feel good about. Currently taking on new clients.Investment Management ✅ Estate Planning ✅ Tax Planning ✅
Location
Riverside, California, United States
Who is Eric Lanier? Overview
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Quick answer
Eric Lanier is listed as I help people create financial plans they feel good about. Currently taking on new clients.Investment Management ✅ Estate Planning ✅ Tax Planning ✅ at Higher Impact Financial, LLC, based in Riverside, California, United States. AeroLeads shows a work email signal at on-linebookkeeping.com, phone signal with area code 858, and a matched LinkedIn profile for Eric Lanier.
Eric Lanier previously worked as Founder, Financial Planner at Higher Impact Financial, Llc and Tax Preparation Assistant at On-Line Bookkeeping Solutions. Eric Lanier holds Bachelor Of Arts - Ba, English Language And Literature, General from California Baptist University.
Company email context
Email format at Higher Impact Financial, LLC
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{first}.{last}@on-linebookkeeping.com
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AeroLeads found 1 current-domain work email signal for Eric Lanier. Compare company email patterns before reaching out.
Profile bio
About Eric Lanier
I founded Higher Impact Financial in July of 2022! I specialize in helping clients clarify their financial dreams and plans, and then create a roadmap to help them get there. With life always changing though, that means my clients' goals change too. This is why I take the role of an ongoing coach with my clients, because inevitably we will need to adjust or completely overhaul the financial plan, which is totally normal!My firm places a special emphasis on tax and estate planning. The industry standard has long been to ignore tax advice when working with clients, however, I simply can't get on board with that. Because I have such an in-depth perspective on my client's lives and finances, tax planning is a critical component in crafting an in-depth plan and financial purpose.When it comes to estate planning, this is what ensures the financial plan/dream remains intact for your loved ones. Without this piece, all of the hard work it takes to build wealth for not just yourself, but the next generations of your family can be severely altered or disrupted after you pass away.In my personal life, I love serving and helping people with my through our local church. Ministry is a huge part of my life and I love helping and mentoring others in their own growth! I'm also an avid audiobook and podcast listener, and love to play basically any team sport.I love what I do! Let's connect.You can schedule a quick intro call with me above in the Featured section ☝🏻DM meShoot me an email: eric@higherimpactfinancial.com
Listed skills include Customer Service, Data Entry, Microsoft Word, Administrative Office Support, and 14 others.
Current workplace
Eric Lanier's current company
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7 roles
Eric Lanier work experience
A career timeline built from the work history available for this profile.
Tax Preparation Assistant
CurrentFamily Business-Tax Planning-Assist with Tax Preparation for Professionals, Families & Business Owners-Communicate tax strategies with clients
Jan 2023 - Present
Financial Advisor
-Strategic Retirement Planning-Business-owner Retirement Strategies-Short & Long-term Savings-Estate Strategies-Education Planning/Savings-Cash Management-Tax Considerations
Aug 2019 - Jul 2022
Staffing Manager
-Managed, coordinated and staffed client schedules-Became the office recruiter in August of 2018-Played a major role in increasing caregiver retention rate for our location-Matched caregivers with clients to provide optimum client experience-Proficient in using ClearCare
Jan 2018 - Mar 2019
Bookkeeper/Administrative Assistant
At On-Line Bookkeeping Solutions, I provided provided accurate and up-to-date bookkeeping for small businesses in various industries, managed the relationship to ensure their satisfaction and assisted with other administrative needs. I also performed in the following ways:Successfully built strong rapport with clientsEffectively retained clients by using.
Feb 2015 - Aug 2018
Cares Team
As a CARES Team member, I help foster community and positively impact resident retention in our apartment complex by performing in several ways:Event planning, strategic marketing, execution and analysisBuild direct relationships with residents and leasing professionalsCollaborate with local vendors in the communitySupervise and direct volunteers before.
Dec 2015 - Jun 2018
Bereavement Coordinator
As a Bereavement Coordinator for VNA California Hospice, I provided grief counseling and support for family members of hospice patients and members of the community. I managed a caseload of approximately 150 clients and attended to their needs as they came up. I also performed in the following ways:Effectively counseled several clients through their.
May 2015 - May 2016
2 education records
Eric Lanier education
Bachelor Of Arts - Ba, English Language And Literature, General
California Baptist University
Education record
Mt Carmel High School
FAQ
Frequently asked questions about Eric Lanier
Quick answers generated from the profile data available on this page.
What company does Eric Lanier work for?
Eric Lanier works for Higher Impact Financial, LLC.
What is Eric Lanier's role at Higher Impact Financial, LLC?
Eric Lanier is listed as I help people create financial plans they feel good about. Currently taking on new clients.Investment Management ✅ Estate Planning ✅ Tax Planning ✅ at Higher Impact Financial, LLC.
What is Eric Lanier's email address?
AeroLeads has found 1 work email signal at @on-linebookkeeping.com for Eric Lanier at Higher Impact Financial, LLC.
What is Eric Lanier's phone number?
AeroLeads has found 1 phone signal(s) with area code 858 for Eric Lanier at Higher Impact Financial, LLC.
Where is Eric Lanier based?
Eric Lanier is based in Riverside, California, United States while working with Higher Impact Financial, LLC.
What companies has Eric Lanier worked for?
Eric Lanier has worked for Higher Impact Financial, Llc, On-Line Bookkeeping Solutions, Edward Jones, Home Care Assistance, and Apartment Life.
How can I contact Eric Lanier?
You can use AeroLeads to view verified contact signals for Eric Lanier at Higher Impact Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eric Lanier attend?
Eric Lanier holds Bachelor Of Arts - Ba, English Language And Literature, General from California Baptist University.
What skills is Eric Lanier known for?
Eric Lanier is listed with skills including Customer Service, Data Entry, Microsoft Word, Administrative Office Support, Grief Counseling, Quickbooks, Event Planning, and Event Marketing Strategy.
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