Phil Telpner

Advisor

About

My goal for every client is that after each meeting, you’ll feel more confident that your money is here to be an engine of opportunity, not anxiety. I specialize in working with successful Gen X families using Lifeworks capabilities to align their wealth with their values and goals.

When not at work, you can find me trying to keep up with my boys, at a hockey rink, or having a glass of wine with my wife.

Connect with Phil

Book an introductory call with Phil to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.