Jeffrey Borenstein

CPA, CFP®

Lamia Financial Group, Inc

Financial Advisor

Jeffrey Borenstein

CPA, CFP®

Lamia Financial Group, Inc

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Borenstein, CPA, CFP®

(805) 494-3416

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

Jeffrey Borenstein is a Thousand Oaks, CA fee-only financial planner. Lamia Financial Group, Inc provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Borenstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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).

Jeffrey Borenstein 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jeffrey Borenstein

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Office Locations:

  • 100 E Thousand Oaks Blvd
    Ste 200
    Thousand Oaks, CA
  • Los Angeles, CA

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