Jeffrey  Borenstein

Jeffrey Borenstein

| CPA, CFP®

Lamia Financial Group, Inc

(805) 494-3416

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Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Specialties

  • 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

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100 E Thousand Oaks Blvd
Ste 200
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.

Jeffrey Borenstein is 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. Jeffrey Borenstein is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jeff Borenstein joined Lamia Financial Group, Inc. in 2008 after a 30 year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting.  Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013.  Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International, the Financial Planning Association of Ventura County, and the National Association of Personal Financial Advisors (NAPFA).

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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.

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