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Juan Ros Joins Forum Partner Group

Juan Ros, CFP®, AEP®, CEPA®, CVGA® has been named a partner for Forum Financial Management. Juan brings his unique perspective to the Forum partner group, amassed from his career experiences in the film industry, the world of charitable giving and the field of financial planning. He joined Forum as a financial advisor in late 2018. Before joining Forum, Juan worked with Forum Partner Chris Lamia as a partner and vice president for Lamia Financial Group in Thousand Oaks, California. In 2024, Juan began splitting his time between Thousand Oaks and Forum's new offices in Scottsdale, AZ.
May 07, 2024