Lamia Financial Group, Inc
Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.
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.
Christopher Lamia is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Lamia is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Lamia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Christopher Lamia is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Lamia
100 E Thousand Oaks Blvd
Thousand Oaks, CA
Los Angeles, CA