Please complete the CAPTCHA to continue
@sbhis.net
✓
3 phones found area 530 and 800
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Eric Restrepo, Tbm is listed as Helping Individuals and Business Owners Pay Less Tax, Manage Risk, and Grow Their Wealth at Lifeworks Advisors, based in Fair Oaks, California, United States. AeroLeads shows a work email signal at sbhis.net, phone signal with area code 530, 800, and a matched LinkedIn profile for Eric Restrepo, Tbm.
Eric Restrepo, Tbm previously worked as Lead Advisor at Lifeworks Advisors and Wealth Strategist / Tax Planner / Consultant at Restrepo Wealth. Eric Restrepo, Tbm holds Ba, Economics from University Of California, Davis.
This section adds company-level context without repeating Eric Restrepo, Tbm's masked contact details.
AeroLeads found 1 current-domain work email signal for Eric Restrepo, Tbm. Compare company email patterns before reaching out.
Our clients come to us with 3 main problems.1. They they are tired of getting siloed advice and settling for their advisors just merely cooperating and they know they aren’t getting the best help they can2. They are sick and tired of paying so much in taxes or business expenses and having their current advisory team provide no creative solutions3. They have a pending liquidity event or transition and need creative planning to get them and those they care about the maximum income and legacy value for all their effortThe landscape has changed for High Net Worth Individuals and Business Owners and my clients are tired of putting all of their energy into:1. Self-managing or being the go-between with all of their siloed advisory relationships2. Their activities and efforts only to see that at the end of the year such a large portion of their earnings go to pay Uncle Sam3. A successful exit of a business or retirement that has taken a lifetime to build, only to see most of their money go to pay taxesWithin just a few months of working with our Proactive Planning Team and Virtual Family Office, our clients are frequently able to:1. Sleep better at night knowing they have a multidisciplinary team working on their behalf to maximize the profits and the growth of their life's work2. Feel empowered with options and new strategies that can help build their assets and save them tons of tax3. Feel excited and not nervous as they transition to the next phase of their lifeI welcome you to schedule an introductory 30 minute call to understand our value proposition better.
Listed skills include Leadership, Process Scheduler, Team Building, Powerpoint, and 46 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Kentwood, Michigan, US
Different isn’t always better, but better will always be different.Many wealth management firms claim to offer personalized financial planning and investing solutions. Yet, whether they are a robo-advisor, a large national firm, or an independent advisor, they typically follow the same flawed and functionally obsolete planning and investing framework—where.
We aim to deliver the kind of collective expertise that Billionaires get, delivered at the level you are at today. Eric brings his diverse experience as a business owner and entrepreneur together with a deep knowledge of the financial markets, wealth management, tax planning, financial and estate planning using a team-based approach with Legal, Tax.
Part of the Advisory Board for a Multi-Generational Family Real Estate Business.
San Jose, CA, US
Cultivated relationships with Local Medical Practices in order to help them serve their Medicare patients better. Conducted Educational and Marketing Oriented Seminars to spread awareness and education about beneficiaries options with their Medicare benefits. Educated and enrolled hundreds of clients throughout the Sacramento Region.
Scottsdale, Arizona, US
Helped implement advanced planning, business advisory, and tax planning strategies to help existing higher net worth Solo 401k owners meet their additional goals and needs.
Learned the good the bad and the ugly of the life insurance industry. Such an important understanding gained about the importance of proper life insurance protection and how it can benefit clients. Spoke on stage at team conferences and lead a team of other life insurance professionals. Educated and enrolled hundreds of clients across the Sacramento region.
Owned a Local Frozen Yogurt Shop and wore all of the hats as a business owner and entrepreneur. This was my version of a real life MBA and I think it may have ended up costing me substantially less than all of those courses.:-)
New York, NY, US
- Licensed in series 7, 66 and California Life, Accident/Health. - Participated in the Financial Advisor Associate program and hit all relevant goal metrics for production before moving on.
Greeley, CO, US
Established control lines and layout using survey equipment for an 8 story rental car parking garage at San Jose International Airport.Created accurate interpretive and detailed 3D drawings in AutoCad for field use.Created and managed process for final sign-off of building by stakeholders and building owner.
Fremont, CA, US
Conducted Training, Onsite Safety Audits and Accident Investigation and drove results in worksite safety in Sacramento, Reno and SF Bay Area.Helped reduce medical claims by 60% in the first 12 months.0 serious and willful OSHA violations.
Quick answers generated from the profile data available on this page.
Eric Restrepo, Tbm works for Lifeworks Advisors.
Eric Restrepo, Tbm is listed as Helping Individuals and Business Owners Pay Less Tax, Manage Risk, and Grow Their Wealth at Lifeworks Advisors.
AeroLeads has found 1 work email signal at @sbhis.net for Eric Restrepo, Tbm at Lifeworks Advisors.
AeroLeads has found 3 phone signal(s) with area code 530, 800 for Eric Restrepo, Tbm at Lifeworks Advisors.
Eric Restrepo, Tbm is based in Fair Oaks, California, United States while working with Lifeworks Advisors.
Eric Restrepo, Tbm has worked for Lifeworks Advisors, Restrepo Wealth, Genesis Family Enterprises, Inc., South Bay Health Insurance And Services, and Northwestern Mutual.
You can use AeroLeads to view verified contact signals for Eric Restrepo, Tbm at Lifeworks Advisors, including work email, phone, and LinkedIn data when available.
Eric Restrepo, Tbm holds Ba, Economics from University Of California, Davis.
Eric Restrepo, Tbm is listed with skills including Leadership, Process Scheduler, Team Building, Powerpoint, Social Media, Public Speaking, Economics, and B2B.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts