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Philip T
Series 63, Series 66
Glenview, IL
Lifeworks Advisors, LLC
Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.
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