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Mr. Juan C. Ros, CFP®

Contact

Lamia Financial Group, Inc.
http://www.lamiafinancial.com

100 E Thousand Oaks Blvd Ste 200
Thousand Oaks, CA 91360-8170
View on Map (805) 494-3416

Lamia Financial Group, Inc., is a fee-only independent financial planning firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passions 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.

Year CFP® Certification Received: 2010
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: Spanish, English
Specialties: Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Typical Client Profile

Average Net Worth: $1,000,001 - $5,000,000
Average Income: $250,001 - $500,000
Average Age: Generation X, Baby Boomers
Profession: Self-Employed Business Owners

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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