Eric Restrepo is a financial advisor with Lifeworks Advisors, LLC, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company from 2022 to 2024. He is also the owner of Mountain Goat Strategies, providing consulting services to business owners and privately held companies.
Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering comprehensive wealth management, financial planning, and retirement advisory services. The firm utilizes a planning-based tranche framework alongside a risk-based investment approach, incorporating low-cost diversified funds, third-party managers, and AI-supported research, while maintaining strong integration with tax and accounting services.