Brian G. Lizzi, AIF®, CFS®, C(k)P®

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Brian G. Lizzi, AIF®, CFS®, C(k)P®

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’ 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 and his wife 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
  • AIF®, Accredited Investment Fiduciary
  • CFS®, Certified Fund Specialist
  • Series 7 and 66
  • Bachelor of Science, Business Administration and Computer Information Systems, Towson University
  • Life and Health Insurance Licensed
  • Property and Casualty Licensed