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Jeffrey R
ChFC®, Series 63, Series 65
Pagosa Springs, CO
Lifeworks Advisors, LLC
Jeffrey Rainer is a financial advisor at Lifeworks Advisors, LLC with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior experience includes 15 years at Northwestern Mutual in various wealth management and investment roles, as well as six years at Avaii Wealth Management. Outside of his advisory work, he provides consulting services on wealth, insurance, and tax strategies through Peak Vision Consulting LLC. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches, supported by integrated tax, accounting, and insurance services.
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