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Darrin Worthington

Advisor at Lifeworks Advisors, LLC

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Lifeworks Advisors, LLC logo

Firm

Lifeworks Advisors, LLC

Location

Lakewood, CO

Credentials

Series 65

Industry experience

< 1 year

About

Darrin Worthington is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and six years of industry experience. His prior roles include positions at Smart Advisor Network and Pfizer. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities and utilizes a planning-based tranche approach alongside factor-based and smart-beta strategies in portfolio management.

Client services

Based on Lifeworks Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Lifeworks Advisors, LLC

Factor investing / smart beta Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Based on Lifeworks Advisors, LLC

Self-Employed Veterinarian

Demographic focus

Based on Lifeworks Advisors, LLC

Mid-Career Professionals

Fee options

Fixed

Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)

Percentage

Up to 1.50% annually

Location

Lakewood, CO

Most active in

Colorado

Work history

Lifeworks Advisors, LLC

2025 - Present (1 year)

RetireSMART

2025 - 2025 (1 year)

Smart Advisor Network

2019 - 2025 (6 years)

Pfizer

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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