Investment Mgmt in Westlake Village
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Westlake Village - Investment Mgmt

Specialties: Fee Only - Wealth Management / Philanthropy


Juan Ros
CFP - Wealth Manager & Philanthropic Specialist - Lamia Financial Group, Inc.

Comprehensive financial planning and wealth management on a fee-only basis. I specialize in advanced philanthropic and charitable strategies that enable clients to fulfill their dreams and benefit causes they love.



    100 E. Thousand Oaks Blvd.
Thousand Oaks, CA  91360-8170
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  Profession Investment Mgmt
  Specialty Fee Only - Wealth Management / Philanthropy
  Group CAL2
  Business Name Lamia Financial Group, Inc.
  Title CFP - Wealth Manager & Philanthropic Specialist
  Address 100 E. Thousand Oaks Blvd.
Suite 200
Thousand Oaks, CA 91360-8170
  Work Phone (805)494-3416 x102
  Fax (805)725-3416
  Web Site www.lamiafinancial.com
  Linked In View Profile
  Member 1-Sheet Click to view
  Member Since 2/2013
 
Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion 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.
 
Lamia Financial Group, Inc., offers financial planning, investment management, and strategies in retirement planning, tax mitigation, asset protection, and charitable giving. We use a consultative process with you and our team of experts. We limit our practice to serving a select number of clients so we can provide significant value to your situation.

Our investment advice is academically grounded and not based on our predictions of the future. We believe in asset class investing, a methodical approach grounded in academic research, with an eye on tax efficiency and low investment expenses.

Our estate planning strategies are created in collaboration with your estate planning attorney or one of the attorneys on our panel of experts.

Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship.

We assess your risks that can be managed through insurance in conjunction with outside agents specializing in life and health, property and casualty, and other insurance.

The clients with whom we work hold preservation of their assets as their first financial priority but also want to minimize taxes, plan for the transfer of their assets on their terms, and make an impact on others through charitable giving.

As a completely independent firm, all of our efforts are focused on your goals. As a fiduciary, we act on your behalf.

We also offer consultation on charitable and philanthropic strategies on an hourly or per-project basis.
 
Lamia Financial Group, Inc., serves a wide variety of clients. Finding the ideal financial professional is a two-way street and should be a good fit for the advisor and the client.

In our experience, the clients with whom we work best are often those who:

Predominantly want to take care of their families;
Are prudent in their personal and professional lives;
Want their assets to provide them freedom and security;
Lack the time to manage their wealth or don't enjoy it.

In addition, we specialize in serving:

Those going through major life transitions such as retirement;
Business owners;
Those who come into sudden money because of death, divorce, inheritance, or some other unexpected life event;
Those who are charitably inclined or philanthropic;
Young adult children of existing clients.

We are happy to meet with prospective clients for a complimentary consultation or to provide a second opinion on their financial situation.
 
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  Member 1-Sheet Click to view
   
  Charities Make-A-Wish Tri-Counties, Ronald Reagan Presidential Foundation
   
  Graduate Degrees Master of Business Administration - Cal Lutheran University
   
  College Degrees Bachelor of Arts, Film and Video - Penn State University
   
  Speaking/Teaching
  Experience
Multiple presentations on charitable planning/fundraising.
   
  Organizations Fin. Planning Assn, Conejo Val Estate Planning Council, PPP-LA
   
  License Number CFP # 154101
   
 


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