Eric Restrepo, TBM, serves as the Lead Advisor at Lifeworks Advisors since March 2024, focusing on personalized financial planning and investment solutions. As a Wealth Strategist, Tax Planner, and Consultant at Restrepo Wealth since May 2019, Eric leverages extensive expertise in financial and estate planning, offering concierge-level services through a collaborative approach. With experience as a Family Business Owner at GENESIS FAMILY ENTERPRISES, INC. and a Medicare Insurance Broker at South Bay Health Insurance and Services, Eric has cultivated strong relationships and conducted educational initiatives within the healthcare sector. Previous roles include Financial Advisor at Northwestern Mutual and Morgan Stanley Smith Barney, along with Sales Business Development at Nabers Group / Solo401k.com. Eric holds a BA in Economics from the University of California, Davis, and possesses a comprehensive understanding of wealth management, tax planning, and life insurance.
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