Lifespan Financial Strategies, Inc.

Laura Walsh is a CFP® with 29 years of industry experience, currently serving as an advisor at Lifespan Financial Strategies, Inc. She previously worked at LPL Financial LLC for 11 years. In addition to her advisory role, she holds a Florida insurance license and sells non-variable insurance. Lifespan Financial Strategies, Inc. is a five-advisor team that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, and tax preparation services, primarily on a non-discretionary basis, and utilizes model portfolios and third-party money managers through the AssetMark platform.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She worked at Edward Jones from 2014 to 2020 before joining Lifespan Financial Planning Strategies, Inc. in 2020. Lifespan Financial Strategies, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and tax preparation services. The firm manages approximately $305 million in client assets, offering primarily non-discretionary portfolio management tailored to client objectives and utilizing third-party money managers through the AssetMark platform.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Lifespan Financial Strategies since 2014, with a three-year period at LPL Financial from 2017 to 2020. Forman also spends a small portion of his time selling non-variable insurance in Florida. Lifespan Financial Strategies, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and tax preparation services, managing approximately $304.8 million in client assets primarily on a non-discretionary basis and utilizing model portfolios and third-party money managers on the AssetMark platform.

Raquel Forman is a financial advisor at Lifespan Financial Strategies, Inc. with a Series 65 credential and two years of industry experience. Her prior work includes roles at Elizabeth Blau + Associates and Avero, as well as academic positions at Cornell University and the University of Pennsylvania. Lifespan Financial Strategies, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and tax preparation services, managing approximately $304.8 million in client assets across a five-advisor team. Their portfolio management is primarily non-discretionary and tailored to client objectives, often utilizing model portfolios and third-party money managers on the AssetMark platform.

Angela Kwon is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Lifespan, she worked at Montgomery County Public Schools for six years. Lifespan Financial Strategies, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and tax preparation services. The firm manages approximately $304.8 million in client assets and emphasizes non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.