Raquel Forman
Wealth Advisor/OwnerLifespan Financial Strategies, Inc.CRD 7437570
About Raquel Forman
Raquel Forman is listed as Wealth Advisor/Owner at Lifespan Financial Strategies, Inc. in Weston, FL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Lifespan Financial Strategies, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Raquel Forman work?
Raquel Forman is listed as Wealth Advisor/Owner at Lifespan Financial Strategies, Inc. on SEC Form ADV.
How much of Lifespan Financial Strategies, Inc. does Raquel Forman own?
Form ADV reports a beneficial ownership band of 5-10%.
Lifespan Financial Strategies, Inc.
| Title | Wealth Advisor/Owner |
| Ownership | 5-10% |
| Control person | No |
| Since | 2026 |