helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL



Arlene R. Foreman

12510 Westhaven Way
Fort Myers, FL 33913-8781
Phone: (239) 433-4662


View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

Who IS Arlene R. Foreman

Arlene has

  • counseled major insurance companies on agent education
  • been responsible for all courses for the nation's largest insurance training institution
  • authored publications on risk appraisal and financial planning
  • taught CFP® and CLU® courses
  • garnered eighteen American/international Who's Who listings
  • counseled with individual clients since 1971. 

She is a member of the Lee County Estate Planning Council and the Financial Planning Association.  When you meet with Arlene, you will receive a detailed and comprehensive history of her background and extensive professional, community and social involvements and accomplishments.

The Disclosures and Privacy Notice are available at this link - and which you would acknowledge if you became Arlene's client - give you more specific details about Arlene and answers to the questions that various independent organizations suggest that you ask.

Some key factors of note:

- Arlene is totally independent and works for only her clients.
- Arlene is compensated solely by the hour - so that you pay only for the time she actually spends working on your behalf.
- As a Professional Fiduciary/Independent Trustee, Arlene places your interests above her own.
- Arlene subscribes to the Codes of Ethics and Policies of the Financial Planning Association and of the Certified Financial Planner Board of Standards.
- You, her client, have total control; and will be fully involved in all decision making.


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Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

      Arlene is NOT an attorney, registered investment advisor, or financial planner.   Financial Planning Association - Proud Member since 2010
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