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Carl Lanza, AIF®Managing Principal, Retirement Plan Consulting Group

Carl Lanza, AIF®
Managing Principal, Retirement Plan Consulting Group

Registerd Principal-RJFS

Carl has over 25 years of financial services experience and at RPCG he is focused on assisting our clients implement and manage successful Retirement programs for participants. Carl has extensive experience assisting plan sponsors with their Fiduciary obligations, Plan Design assistance, investment consulting and structuring education programs for companies. 

Prior to joining RPCG, Carl was an Investment Advisor at JP Morgan Chase where he assisted high net-worth clients with financial planning. Carl graduated from New York University with a BS in Finance and holds an Accredited Investment Fiduciary designation (AIF).

Carl resides in West Islip with his wife & two children. He enjoys golfing & spending time with his family boating on the South Shore of Long Island.