CRD: 119800
Lifespan Financial Strategies, Inc.
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-1997
- Office Locations
- 2
Office Locations
About Lifespan Financial Strategies, Inc.
LifeSpan Financial Strategies is a family-run, SEC-registered RIA in Weston, FL (founded 1997) providing holistic planning and wealth management for FRS employees, police/fire professionals, small business owners, and families. Services include retirement planning, investment management, tax and estate/legacy planning, insurance, and cash-flow budgeting, with portfolios commonly implemented using ETFs and mutual funds via AssetMark.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURA ANNE WALSH
Chief Executive Officer
- CRD
- #2792453
- Ownership
- 75% or more
Raquel Forman
Associate Advisor, Owner, WEALTH ADVISOR
- CRD
- #7437570
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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MARY L HERSEY
Strategic Account Manager
- CRD
- #2261218
Angela Vaughan
Partner
- CRD
- #7857784
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $357,426,385 | $295,638 |
| Total | $357,426,385 | $295,638 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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