Juan C. Ros,  CFP<sup>&reg;</sup> - Financial Advisor

Juan C. Ros, CFP®


Financial Advisor

Forum Financial Management, LP

100 E Thousand Oaks Blvd, Ste 200
Thousand Oaks, CA 91360
(805) 494-3416 CONNECT WITH Juan
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Juan Ros is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forum Financial Management, LP in Thousand Oaks, CA and the surrounding communities.

Financial Advisor Overview

In addition to specializing in philanthropic planning, Lamia Financial Group provides financial planning and investment management on a fee-only basis to a wide range of individuals and families, specializing in the needs of business owners and entrepreneurs. We use a distinct and thorough process called the Total Client 360 process to make sure we understand each client's unique values, goals, and important relationships.


Financial Advisor Experience

Juan C. Ros, CFP®, is Vice President for Financial Planning and Philanthropy at Lamia Financial Group, Inc., an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. Lamia Financial Group is located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country. Juan joined Lamia Financial Group 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 went on to receive a Master of Business Administration degree in 2009 with an emphasis in financial planning from California Lutheran University. Juan received the CERTIFIED FINANCIAL PLANNER™ designation in 2010 and also holds the designation for Certified Specialist in Planned Giving (CSPG). He is a member of 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 and is a former board member for Make-a-Wish Tri-Counties.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Accredited Estate Planner®, Certified Specialist in Planned Giving, Certified Exit Planning Advisor

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes


Helpful Financial Planning Resources