Christopher  Lamia,  CFP<sup>&reg;</sup> - Financial Advisor

Christopher Lamia, CFP®

Partner

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
FINANCIAL ADVISOR'S WEBSITE
(805) 494-3416

General

Christopher Lamia is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Thousand Oaks, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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