Carol Lenzi

A non-practicing CFP® Professional and FISA® member. Working with employers, trustee boards, and all kinds of people in many different ways. Providing contracted-in specialist employee benefit services to employee-centric corporates to help project manage their vision for holistic employee wellness including health and financial wellness at individual employee level – going one step beyond the call of duty, because the employer cares. Providing independent expert fiduciary services as a trustee to various management / trustee boards. Founder of Taming the Unclaimed, a specialist unclaimed retirement fund initiative, where the focus is on matching the person with the unclaimed benefit and tackling all the available avenues to find a benefit that is unclaimed. Financial literacy – Partnering with employers who invest in their employees by helping them, not only with their employee benefits, but with their individual financial fitness. A workshop held over several months where I am the accountability coach to get employees to their financial fitness peak. Everyone needs a coach!