Arlene R. Foreman,  CFP<sup>&reg;</sup> - Financial Advisor

Arlene R. Foreman, CFP®

CLU,ChFC,CTFA

owner

Arlene R. Foreman

4841 Springline Dr
Fort Myers, FL 33919-4607
FINANCIAL ADVISOR'S WEBSITE
(239) 433-4662

General

Arlene Foreman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arlene R. Foreman in Fort Myers, FL and the surrounding communities.

Financial Advisor Overview

Arlene consults with individual clients, trusts and estates on issues related to estate planning.  In select situations, Arlene will serve as Professional Fiduciary:  Trustee, Successor Trustee, Personal Representative, or Attorney-in-Fact under a Durable Power of Attorney.

More

Financial Advisor Experience

Arlene began her financial planning career as an insurance agent and mutual fund salesperson, then went on to counsel some of the nation's largest insurance companies on agent training.  She later became Vice President for a national nonprofit educational institution with about 25,000 students per year, and was responsible for all of their courses.  As an independent consultant, she then authored several publications on such topics as risk appraisal, AIDS, time management, and, of course, financial planning.  She has taught CLU and CFP designation-qualifying courses.  Arlene belongs to the Lee County Estate Planning Council and the Financial Planning Association; was Trustee for the Barbara B. Mann Performing Arts Hall Foundation, Treasurer of the Landings Yacht, Golf & Tennis Club, and was an original member of the National Association of Women Business Owners.  Finally, Arlene has garnered 18 listings in various American and international Who's Who publications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Trust & Financial Advisor(tm)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Estate Planning, Insurance, Life Planning, Long-term Care, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources