Vice President for Financial Planning and Philanthropy
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. His purpose for joining Lamia Financial was so that he could help his clients – including donors, members of non-profit boards, and generous families – make smart decisions about their money so that they can enjoy their lives and make a positive difference in the causes most dear to them.
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. Juan is a faculty member for the American Institute for Philanthropic Studies, the organization that awards the CSPG designation. He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Conejo Valley Estate Planning Council, ProVisors, the International Association of Advisors in Philanthropy, and the Los Angeles Council of Charitable Gift Planners. 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.
Juan is the author of the firm’s Spreading the Wealth blog at www.SpreadingtheWealthBlog.com where he writes about issues of interest to the charitable community.
He is also the only financial planner of whom he is aware to have a page on IMDB.
Visit www.lamiafinancial.com to learn more.
Juan C. Ros, CFP
Lamia Financial Group Inc.
Thousand Oaks, California 91360 Phone: (805) 494-3416 info@lamiafinancial.com.
