Juan C. Ros

Juan C. Ros

| CFP®

Lamia Financial Group, Inc

(805) 494-3416

Contact Me

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
  • Charitable Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Asset Protection Planning
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Our Other NAPFA Members

Visit Us

100 E Thousand Oaks Blvd
Ste 200
Thousand Oaks, CA 91360


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.

Juan Ros 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 and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Juan Ros is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Juan Ros is a Fee Only financial planner in Thousand Oaks, California. Juan is a NAPFA-Registered Financial Advisor.  

Juan joined Lamia Financial Group, Inc. in 2012 after a 14-year career in various not-for-profit organizations, specializing in charitable gift and estate planning.  Juan graduated from Pennsylvania State University in 1988 with a Bachelor of Arts degree in Film and Video and received a Master of Business Administration degree with an emphasis in financial planning in 2009 from California Lutheran University.  Juan received the CERTIFIED FINANCIAL PLANNER™ designation in 2010 and also holds the Certified Specialist in Planned Giving (CSPG) designation.  He is a member of NAPFA, the Financial Planning Association, Conejo Valley Estate Planning Council, ProVisors, the International Association of Advisors in Philanthropy, and the Partnership for Philanthropic Planning of Greater Los Angeles.  Juan serves on the Advisory Council of the Central Coast for the Ronald Reagan Presidential Foundation.

Juan is the author of the firm's Spreading the Wealth blog at www.SpreadingtheWealthBlog.com.

Read More...

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.

Read More...