Bio:
Brian is a Senior Retirement Plan Consultant for the Retirement Plan Services Division at TriBridge Partners. He works with a team of retirement plan specialists responsible for managing our client’s retirement plan accounts. Brian is charged with the oversight of corporate sales, retention, and client education programs. He is responsible for guidance with the initial and ongoing fund selections, marketing efforts, and quality standards for the department. He prides himself on being more proactive than reactive and being readily available to clients.
Brian has over 12 years of experience in working with clients in all aspects of managing corporate retirement plans and plan sponsors fiduciary roles.
Brian holds many retirement plan industry-specific designations and most notably the C(k)P® or Certified 401(k) Plan Professional, which represents a distinguished achievement for the professional Retirement Plan Advisor. This designation is awarded to financial professionals who complete a rigorous curriculum of more than 50 courses culminating in the successful completion of a proctored exam, write a case study detailing real examples of how they are utilizing knowledge from these courses, and attend an intensive multi-day classroom training at UCLA Anderson School of Management Executive Education in Los Angeles.
Brian, his wife Jill, and two children love traveling, cooking, and working on his wife’s family dairy and crop farm.
Professional Affiliations & Education
- C(k)P®, Certified 401(k) Plan Professional Designation
- AIF®, Accredited Investment Fiduciary Designation
- CFS®, Certified Fund Specialist Designation
- Series 7 and 66
- Bachelor of Science, Business Administration and Computer Information Systems, Towson University
- Life and Health Insurance Licensed
- Property and Casualty Licensed
Brian Lizzi is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 – 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
