About The Firm
Forum Financial Management, LP
Certified Financial Planner
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360-8170
Forum Financial Management serves a wide variety of clients. Finding the ideal financial professional is a two-way street and should be a good fit for the advisor and the client. In the company's experience, the clients with whom they work best are often those who: Predominantly want to take care of their families; Are prudent in their personal and professional lives; Want their assets to provide them freedom and security; Lack the time to manage their wealth or don't enjoy it. In addition, Forum specializes in serving: Those going through major life transitions such as retirement; Business owners; Those who come into sudden money because of death, divorce, inheritance, or some other unexpected life event; Those who are charitably inclined or philanthropic; Young adult children of existing clients.
About Juan Ros
Juan Ros, CFP®, AEP®, CSPG joined Forum Financial Management, LP in November 2018 as a Financial Advisor. 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, real estate investors, 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 boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of the Family Business Roundtable, the Financial Planning Association, and is a member and past president of the Los Angeles Council of Charitable Gift Planners.
Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Accredited Estate Planner® designation and the Certified Specialist in Planned Giving designation. He earned an MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks and a Bachelor’s degree from Pennsylvania State University in State College.
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 including “Cape Fear,” “JFK” and “The Godfather Part III.” Juan resides in Simi Valley, California, with his wife and their two sons.