Lamia Financial Group, Inc

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Juan Ros (CFP®, CSPG, MBA)

Juan Ros focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Investment Management
  • Tax Planning

Planning Specialties

Charitable planning, estate planning, tax planning, retirement planning, cash and income planning, business planning.

Additional Information

Lamia Financial Group, Inc. offers financial planning, investment management, and strategies in tax mitigation, asset protection, and charitable giving. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.

We use a consultative process with you and our team of experts.  We limit our practice to a select number of clients in order to maintain the highest level of service.

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.

NAPFA Start Date

January 04, 2016

Industry Start Date

July 01, 2008

Lamia Financial Group, Inc

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This Office

100 E Thousand Oaks Blvd Ste 200 Thousand Oaks, CA 91360-8170 Phone: (805) 494-3416 Fax: (805) 725-3416