Juan C. Ros, CFP®, is Vice President for Financial Planning and Philanthropy at Lamia Financial Group, Inc., an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. Lamia Financial Group is located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.
Juan joined Lamia Financial Group in 2012 after a 14-year career in various not-for-profit organizations, specializing in charitable gift and estate planning. Juan graduated from Pennsylvania State University in 1988 with a Bachelor of Arts degree in Film and Video and went on to receive a Master of Business Administration degree in 2009 with an emphasis in financial planning from California Lutheran University. Juan received the CERTIFIED FINANCIAL PLANNER™ designation in 2010 and also holds the designation for Certified Specialist in Planned Giving (CSPG). He is a member of the Financial Planning Association, Conejo Valley Estate Planning Council, ProVisors, and the Partnership for Philanthropic Planning of Greater Los Angeles. Juan serves on the Advisory Council of the Central Coast for the Ronald Reagan Presidential Foundation and is a former board member of Make-A-Wish® Tri-Counties.