Raquel Forman
Investment Adviser Representative at Lifespan Financial Strategies, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raquel Forman is an investment adviser representative with Lifespan Financial Strategies, Inc. in Weston, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lifespan Financial Strategies, Inc.Dec 2020 – Jul 2023Weston, FL
- University of PennsylvaniaAug 2019 – Jul 2020Philadelphia, PA
- Elizabeth Blau + AssociatesFeb 2017 – May 2019Las Vegas, NV
- Cornell UniversityAug 2014 – Jan 2017Ithaca, NY
- UnemployedJul 2020 – Dec 2020Philadelphia, PA
- UnemployedMay 2019 – Aug 2019Philadelphia, PA
- Lifespan Financial Strategies, Inc.Jul 2023 – no end date reportedWeston, FL
- Lifespan Financial Strategies, Inc.Jan 2026 – no end date reportedWeston, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifespan Financial Strategies, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- First $100,0001.10%
- Next $400,0001.00%
- Next $500,0000.90%
- Next $4,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning including investment planning, tax planning, retirement planning, estate planning, Florida Retirement System (FRS) and Florida DROP System guidance, cash flow management, income distribution strategies, Social Security maximization, beneficiary planning, and employee benefits.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Weston, FL
- Founded:
- 1997
- SEC file number:
- 801-128580
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Lifespan Financial Strategies, Inc.
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Raquel Forman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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