Juan Ros

CFP®

Lamia Financial Group, Inc

Principal | Senior Wealth Advisor

Juan Ros

CFP®

Lamia Financial Group, Inc

Principal | Senior Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I also specialize in strategic charitable giving, so that you can give money away efficiently to your favorite causes. - Juan Ros, CFP®

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

Juan Ros 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, Juan Ros is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.  He specializes in charitable giving strategies for clients who are philanthropically inclined.

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 Los Angeles Council of Charitable Gift Planners.  

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

He currently serves on the boards of the Conejo Valley Estate Planning Council and Fit 4 The Cause, Inc., a non-profit organization that provides therapeutic exercise and nutrition education to those who cannot afford trainers or attend gyms under normal circumstances.

Juan Ros 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
  • Tax Planning
  • Charitable Giving
  • Retirement Income Planning
  • Investment Management

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Donors and Non-Profit Board Members
  • Sudden Money Situations
  • Growing Families

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Juan Ros 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.

  • Certified Financial Planner (CFP)
    Juan Ros 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.

  • Financial Planning Association
    Juan Ros 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 Juan Ros

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Office Locations:

  • 100 E Thousand Oaks Blvd
    Ste 200
    Thousand Oaks, CA 91360
  • Los Angeles, CA

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