Christopher Lamia| CFP®
Lamia Financial Group, Inc
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Thousand Oaks, CA
Los Angeles, CA
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Christopher Lamia is a Los Angeles area fee-only financial planner located in Thousand Oaks and serving clients across the country. Lamia Financial Group, Inc specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Christopher Lamia is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Chris began his career in the financial services industry in 1993 and is President of Lamia Financial Group, Inc., an SEC-Registered Investment Adviser. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner, and served as president of the Ventura County chapter of the Financial Planning Association for two terms.
Chris graduated from the University of California at Santa Barbara with honors, earning a degree in Political Science. He was a Distinguished Military Graduate from UCSB ROTC, commissioned as a 2nd Lieutenant, and graduated from the Armor Officer Basic Course as a member of the Commandant’s List.
Chris has been a member of the Thousand Oaks Rotary Club since September 2004. His main responsibilities for the club have been to run the Conejo Valley High School Speakers series and serve on the International Committee. He is a Paul Harris Fellow and member of The Bequest Society of Rotary International.
Chris is a member and former local chapter president of the Financial Planning Association and a member of the National Association of Personal Financial Advisors (NAPFA).
Chris lives in Santa Rosa Valley with his wife of 20 years and their two children.
Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life.
We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.