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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, TN
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.