Mr. Juan C. Ros, CFP®
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:
Bankruptcy Disclosure in Last 10 Years:
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
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