Lifespan Financial Strategies, Inc.

Lifespan Financial Strategies, Inc. (CRD# 119800) is a financial advisory firm headquartered in Weston, FL. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TN

Financial Advisors at Lifespan Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Laura W. Forman
CRD#: 2792453
1655 North Commerce Parkway, Suite 301, Weston, FL 33326
86
Wealthminder
score

Laura Forman (CRD# 2792453) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 20 years of experience in the finance industry. Laura Forman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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