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Sean R

Series 66

Scottsdale, AZ

Lifeworks Advisors, LLC

Sean Rawlings is a financial advisor with Lifeworks Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience. His background includes roles at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines planning-based and risk-based investment approaches using diversified funds, independent managers, and AI-supported research, while maintaining close operational integration with tax and accounting capabilities uncommon among multi-team advisory firms.

Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Veterinarian Mid-Career Professionals
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