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Los Angeles

Juan Ros, CFP®, Is Panelist at National Philanthropic Conference

Juan Ros, CFP®, financial advisor in Thousand Oaks, California, appeared September 20 as a panelist for a session at the National Association of Charitable Gift Planners' 2021 Virtual National Conference. The panel session, "The Secrets of Engaging Professional Advisors in Gift Planning," explored the motivations of professional advisors and provided gift planners with strategies to create new partnerships. Juan is a former gift planning professional and brings his charitable giving expertise to his financial advisory practice and his clients.
Sep 28, 2021