Juan C. Ros

Juan C. Ros

Financial Advisor
Forum Financial Management, LP
100 East Thousand Oaks Boulevard #200, Thousand Oaks, CA 91360
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About 

Juan C. Ros

Juan Ros, CFP®, CSPG, AEP®, CEPA, CVGA® is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner and vice president at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College and the ALS Association, helping to raise millions of dollars in current and deferred gifts.Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation. He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today.Juan serves on the board of the nonprofit Fit 4 the Cause and on the Council Relations Committee for the National Association of Estate Planners and Councils. He is an active member of ProVisors, the Financial Planning Association, and the Exit Planning Institute and is past president and member of the Conejo Valley Estate Planning Council and the Los Angeles Council of Charitable Gift Planners. Juan is also the founder of Financially Zen, a provider of personal finance content delivered online and through social media channels.Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Certified Specialist in Planned Giving designation, the Accredited Estate Planner® designation, the Certified Exit Planning Advisor designation and the Certified Value Growth Advisor® designation. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor’s degree from The Pennsylvania State University in State College, Pennsylvania.Prior to his work in wealth management and philanthropy, Juan worked in the film industry. His name can be seen in the credits of numerous films. An empty-nester as of 2022, Juan resides in Ventura County, California, with his wife Stacy and dog Sasha.

Licenses

Accredited Estate Planner (AEP)
CERTIFIED FINANCIAL PLANNER™, CFP®
Certified Specialist in Planned Giving (CSPG)
Certified Exit Planning Advisor
Certified Value Growth Advisor (CVGA)

Education

Pennsylvania State University Bachelor of Arts Duration: 1985 - 1988
California Lutheran University Master of Business Administration in Financial Planning Duration: 2006 - 2009

About 

Forum Financial Management, LP

Forum Financial Management was founded May 2002. The firm established itself as a Registered Investment Advisor in 2009 with $27 million under management. Today, the firm has grown to include 16 partners, 63 independent advisors, 15 affiliated RIA firms, and 34 offices around the country managing over $7 billion of assets for clients.

FIRM SEC/CRD #

145706

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

No

Methods of Compensation

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Disclaimer

Forum Financial Management, LP is a registered investment advisor with the SEC. The home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148. Before making an investment decision, please contact our office at 630.873.8520 to receive a copy of Forum’s Advisory Agreement and Form ADV Part 2A, which includes Forum’s fee schedule. This information is intended to serve as a basis for further discussion with your professional advisors. Although great effort has been taken to provide accurate numbers and explanations, this information should not be relied upon for making investment decisions. web: www.forumfin.com