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Lamia Financial Group
Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passions in life.
We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.
We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.
Services Outstanding services.
Income and Tax Planning
Managing cash flow with an eye toward minimizing taxes is an important element of any financial plan. We use unique cash management and tax strategies to help you make the most of your income needs.
Estate Planning
Transferring assets to the next generation or to charity doesn’t have to be difficult. We collaborate with your legal team to ensure your wishes are carried out.
Investments
Our market-based investing philosophy sets us apart from conventional investing approaches by using cost-effective funds with a focus on persistent drivers of investment performance.
Risk Management
Risk is guaranteed in life. Working with trusted insurance professionals, we identify potential risks to your long-term plans and propose solutions to manage that risk.
Asset Protection
The best defense is a good offense. We specialize in uncovering situations where advanced asset protection strategies can make the difference between success and failure of your financial plan.
Charitable Giving
Charitable techniques are not just for reducing taxes. You can help make the world a better place by remembering organizations dear to you. Our expertise in this area is unmatched.
Team Our team of professionals.
Christopher A. Lamia, CFP®
President and CEO
Jeffrey A. Borenstein, CPA, CFP®
Vice President and CFO
Juan C. Ros, CFP®
Vice President for Financial Planning and Philanthropy
Kathleen M. Inman, CPA
Tax Return Specialist
David Seery, CFP®
Associate Financial Advisor
Kathleen Loretto, MBA
Director of Operations
