LIFESPAN FINANCIAL STRATEGIES, INC. of WESTON, FL is an SEC-registered investment adviser (CRD 119800). Regulatory assets under management: $357.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Laura Anne Walsh | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| Sherwood Charles Forman | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Raquel Forman | WEALTH ADVISOR/OWNER | — |
| WALSH KATHLEEN ANNE | PRESIDENT | — |
| WALSH LAURA A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FORMAN LAURA WALSH | PRESIDENT | — |
| FORMAN SHERWOOD | CHIEF COMPLIANCE OFFICER | — |
| FORMAN SHERWOOD CHARLES | CHIEF COMPLIANCE OFFICER | — |